CleanOpsStaff-3ed - Hunter Consulting and Training

CleanOpsStaff-3ed
(Last Updated 10/22/2011)
A Custodial Cleaning Operations and Staffing Computer
Application
Based on APPA Operational Guidelines
Educational Facilities: Custodial
third edition
Developed by
Ernest R. Hunter, Sr.
Hunter Consulting and
Training
(All rights reserved)
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September 1, 2011
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
1
Essential Questions About Your Custodial Operation You Must Be
Able to Answer
• How many custodians and how much money do I need to
clean the new building that is coming on line?
• How many cleanable square feet of space am I responsible
for cleaning?
• How many custodians and how much money do I need to
clean all the buildings I am responsible for?
• What cleaning level can I expect with my current staffing
level and budget?
• What Cleaning level am I actually getting with my cleaning
staff?
• Are my custodial equally work loaded?
• Are the days of the week equally worked loaded?
• When is it best to schedule my project work?
• What is my average CSF per Custodian?
• Can I reduce the cost of my cleaning operation?
September 1, 2011
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
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2
Why CleanOpsStaff-3ed?
It takes the pencil work out of implementing the guidelines…
X
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X
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Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
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3
Why CleanOpsStaff-3ed?
CleanOpsStaff-3ed will do the grunt work and help you get
the full value of the APPA concepts and guidelines in
managing your custodial operation.
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Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
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4
CleanOpsStaff-3ed Strategy
• Make Custodial Staffing and Operation software affordable for
institutions who otherwise would not purchase expensive
software.
• Make the package scalable so customer only pay for features
they need
• Frequent free updates and enhancements based on user
feedback
• Easily accessible through web downloadable main program
and add-in upgrades at reasonable price
• Partnership with APPA
• Training on-line and on-site and Implementation Support
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September 1, 2011
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
5
Purpose of CleanOpsStaff-3ed
• Computer application to help you use the APPA Custodial
Operational Guidelines (third edition) to improve your
custodial operations.
− Help you determine the required staffing level for the desired
level of cleanliness for new facilities coming on line and for
existing facilities
− Provides a computer assisted audit/assessment tool to determine
what level of cleanliness you are actually achieving
− Help you justify the budget resources (FTEs and cost) you need
for new building coming on line and existing buildings
− Help you balance FTE assignment to individual buildings or zones
on your campus
− Help you reduce the cost of your operation through reports that
show resources by building and by room or space
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September 1, 2011
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
6
CleanOpsStaff-3ed Concept
• Implements the APPA Custodial Ground Rules
− Appearance Levels
− Standard Spaces
− Data in Cleanable Square Feet (CSF)
• Implements the APPA Appearance Levels
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−
−
−
−
Level 1 –
Level 2 –
Level 3 –
Level 4 –
Level 5 –
Orderly Spotlessness
Ordinary Tidiness
Causal Inattention
Moderate Dinginess
Unkempt Neglect
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Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
7
CleanOpsStaff-3ed Concept (cont.)
• Implements other Guidelines methods
−
−
−
−
−
−
−
−
−
−
Routine Activities and Project Activities
Standard Spaces Category Matrices
Base Time To Clean
Minutes To Clean (MTC)
Daily Minutes To Set Aside
FTEs To Clean
Cleanable Square Feet (CSF) per FTE
Productive Minutes Per Day
Time Weighted Average Cleaning Level
Space Weighted Averaged Cleaning Level (CleanOpsStaff-3ed
Added feature)
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September 1, 2011
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
8
CleanOpsStaff-3ed Capability
• CleanOpsStaff-3ed-Demo – As downloaded from web site:
−
−
−
100 records (Room/Space) capability
All capabilities of CleanOpsStaff-3ed-Full except Printing/Exporting
No Output capability
• CleanOpsStaff-3ed-Full
−
−
−
Product Code from APPA and Activation Key:
5000 records (Room/Space) capability
Contain all capabilities except features listed below under
CleanOpsStaff-3ed-Pro
Data Export capabilities
• CleanOpsStaff-3ed-Pro
−
−
−
−
**
–
–
after Upgrade Add-On:
Upgradable to 20,000 records capability – in 2500 records increments **
Data Import and Conversion Capabilities through CleanOpsStaff-3ed Data
Import Wizard **
Smartphone/PDA/Pocket PC capabilities through CleanOpsStaff-3ed
ProMobile **
40 local space matrices and ISSA cleaning times **
Require purchase of upgrade from Hunter Consulting and Training
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September 1, 2011
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
9
CleanOpsStaff-3ed Capability
• NetEnabled with ShareAware
9 CleanOpsStaff-3ed users can
share Inventory and audit files
on a network shared drive and
with ShareAware can be aware
of which files are in use by
other user
• MultiMonitorEnabled
9 CleanOpsStaff-3ed users can
operate with multiple
monitors connected to their
computer and easily switch
CleanOpsStaff-3ed between
monitor with the click of the
mouse
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September 1, 2011
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
10
CleanOpsStaff-3ed Capability (cont.)
• CleanOpsStaff-3ed Features:
− Can be configured for Local Variables (Hourly Wages,
Productive Minutes in Day, Work Days In Year etc.)
− Can save as different Local Variables Files to disk
− Uses Quick Entry (QEntry) Toolbox to speed up data entry
− Uses Quick Staff Calculator to quickly compute CSF/FTE,
Cleaning Levels, FTE requirement, and Time To Clean
− Uses Quick Ticket (QTicket) with Drag-To-Select to quickly
determine staffing needs for subset of inventory
− Uses Right Click Shortcut Menus with Flex-Copy-Paste to
improve data input and integrity.
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September 1, 2011
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
11
CleanOpsStaff-3ed Capability (cont.)
• CleanOpsStaff-3ed Features:
− Uses Drag-To-Select Report Generation to quickly generate reports
for subset of inventory
− Has 40 Local Space Categories that can be built to meet local
conditions. Has Local Space Maker Toolbox (Like Wizard)
− Can save many different Local Space Categories files to disk
− Can Customize a Sixth Cleaning Level (Level C2) for all 33 APPA
standard Space
− Can save many different Custom Standard Space Categories files
− Can accommodate additional frequencies such as Twice Daily (TD),
Three Times Per Month (3/M), Twice Weekly (TW)
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September 1, 2011
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
12
CleanOpsStaff-3ed Capability (cont.)
• CleanOpsStaff-3ed Features:
−
−
−
−
−
−
LEED-EB EQ Credit 3.2 and 3.3 Audit Support
Upgrade to 20,000 record capacity (1)
Import inventory data from normal Excel spreadsheet (2)
Conduct Audit inspection with PDA/Smartphone/Pocket PC (3)
Collect inventory data with PDA/Smartphone/Pocket PC (3)
Export all data and report to any other application including
Excel, Word, PowerPoint, etc.
− Has Dynamic Drop Down Lists that are updated with each new
data entry for faster data input
− Performs all the calculations in the APPA Guidelines
− Generates all the Reports in the APPA Guidelines
(1) Require purchase of additional record capacity in 2500 record increment
(2) Require purchase of CleanOpsStaff-3ed JustDoNext Data Import Wizard Add-in
(3) Require purchase of CleanOpsStaff-3edMobile
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September 1, 2011
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
13
CleanOpsStaff-3ed Capability (cont.)
• CleanOpsStaff-3ed Features:
− Drag To Select to analyze data subset or run reports
− Main Panel with low light/high light mode for maximum data view
− Time Mode Button to switch between displaying times in Minutes
and Hours
− Work Mode Button to switch among Routine Activities, Projects
Activities and Both (Routine & Projects) Activities
− Has extensive Instant Help in Screen Tips, Help Button and Quick
Help File Desk Guide
− Contextual Help (click on item and a help message box appears)
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September 1, 2011
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
14
CleanOpsStaff-3ed Capability (cont.)
• CleanOpsStaff-3ed Features:
− High Density Toolboxes with Active Edges and Dual Shapes
• Active Edges - click on Active Edges to read system information
in Main Panel or change shape of Toolbox
• Dual Shapes – most toolboxes can be switched between LongWidth/Short-Height and Narrow-Width/Tall-Height for
maximum visibility of your data
• Toolbox dragging and pinning allows all tools to be dragged and
pined to the desired position on the screen for maximum
visibility of the worksheets and the toolboxes
• Has built-in MiniKeypad and MiniCalculator to perform math
operations and paste results into worksheets and forms – useful
when converting space dimensions to square feet
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September 1, 2011
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
15
CleanOpsStaff-3ed Technical Overview
• Written in Visual Basic for Applications (VBA)
• Uses Microsoft Excel 2003, 2007 & 2010 as platform
• Run on Microsoft Windows XP, Windows Vista & Windows 2010
• No other software required
• Uses High Density Floating Toolboxes with Active Edges – packs
lot of commands in small screen space
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September 1, 2011
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
16
CleanOpsStaff-3ed Technical Overview (cont.)
• CleanOpsStaff-3ed is a specialized user interface for
Excel
• CleanOpsStaff-3ed takes advantage of the power and
ease of Excel
• Learning curve for people who always use Excel would
be very short
• No experience needed with Excel or any other
program to learn to use CleanOpsStaff-3ed
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September 1, 2011
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
17
CleanOpsStaff-3ed Modes
CleanOpsStaff-3ed has three modes. The DEMO mode, Full
Feature Mode, and Pro Mode.
The Demo Mode is intended for demonstration and evaluation
and can only handle 100 records or spaces and has certain
feature restrictions. You may use the Demo mode only for these
two purposes.
The Full Feature Mode can handle 5000 records or spaces with
no feature restriction. You must obtain a Product Code from
APPA and an Activation Key from Hunter Consulting and
Training and activate the program before you can run
CleanOpsStaff-3ed in Full Feature Mode.
The Pro Feature Mode allow you to add up to 20,000 records or
and install upgrades. Any upgrade or record capacity increase
converts CleanOpsStaff-3ed to Pro mode.
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September 1, 2011
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
18
Very Best Regards,
Hunter Consulting and Training
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September 1, 2011
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
19
User/Training Manual
This manual contains information and exercises designed to help
you learn the features of CleanOpsStaff-3ed. You can also request
CleanOpsStaff-3ed training for your custodial leadership staff from
Hunter Consulting and Training. Send email to
erhunter@HunterConsulTrain.com to get a quote to train your staff
at your site or via Live On-Line Session.
You can also order training and assistance directly from the web site
http://hunterconsulttrain.com/BuyCleanOpsStaffAssist.aspx
NOTE-2: Some of the screenshots in this document might be too small for you to read
the text in them. In these instance, the screenshot is intended to give you a visual
idea of what to expect in the application and you should read the text on the actual
screen in the application instead of in the screenshot.
September 1, 2011
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
20
Exploring the CleanOpsStaff-3ed Environment (Main Menu)
File Information
Area: Contains info
on active Data file
and the Active
Configuration Files.
Main Panel: contains
MiniToolboxes and
allows room for
floating toolboxes.
Copyright Info
and link to APPA
web site. Reset.
Monitor Switching
Buttons
Zoom and Help
Tool. Get Help
on Main Menu.
Zoom the size
of the Main
Menu and save
zoom setting
Title Button
and Hunter
Consulting
&Training
Web link.
Network File
Sharing button and
ShareAware
information
Main Menu
Command
Buttons: Used
to Navigate to
worksheets
Disclaimer and Splash
Screen Button. Toolbox
Pin Reset. Use to pin
toolboxes too default
location.
Main Menu File Buttons:
Used to open, save and
close Data and
Inventory Files and to
Quit CleanOpsStaff-3ed.
September 1, 2011
Data Import
Button
PDA/Mobile Device Feature
LEED Existing Building Features
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
21
Exploring the CleanOpsStaff-3ed Environment
(Macro Staffing and Inventory Worksheet)
Stationary MiniToolbox:
contains command buttons
specific to active
worksheet. Can be hidden
but cannot be moved.
Macro Staffing and
Inventory Worksheet
Records Navigator and Selection:
Used for moving from record to
record and for selecting, sorting
and filtering records.
Show/Hide
Button: Used to
show and hide
the MiniToolbox
and Records
navigator to
make room for
other floating
toolboxes in the
Main Panel.
Click for Help
Zone: When
pointer turns to
hand click for
help.
Data and Inventory
Area. Contain the
inventory data and
the calculations
performed by
CleanOpsStaff-3ed.
September 1, 2011
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
22
Exploring the CleanOpsStaff-3ed Environment (Standard
Service Levels Worksheet)
Stationary MiniToolbox:
contains command buttons
specific to active
worksheet.
Standard Service
Levels Worksheet
Base assignable Cleanable
Square Feet per FTE
(CSF/FTE).
Base Time to
Clean Space for
Routine
Activities and
Projects
Activities.
Newly Added by
CleanOpsStaff3ed.
List of Standard
Space Categories:
You can select the
Space Category
then use the
MiniToolbox to go
to the Space
Category Matrix.
Cleanable
Square Feet Per
FTE data for
each Space
Category for all
five standard
cleaning levels.
Note:40 Local Space Categories are at the bottom of this
worksheet following the 33 standard APPA Space Categories.
September 1, 2011
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
Cleaning Level
C2: Used to
customize a
standard space
to match local
conditions.
Newly Added by
CleanOpsStaff3ed.
23
Exploring the CleanOpsStaff-3ed Environment
(Typical Standard Space Category Matrix)
Stationary MiniToolbox:
contains command buttons
specific to active
worksheet.
Base Cleanable
Square Feet
Typical Standard Space
Category Matrix
Brief Instruction Box
Routine Activities
Area.
Standard Space
Category
Navigator:
Used to move
to and from
the 33
Standard Space
Categories
Matrices.
Projects Activities
Area.
There are 33 Standard Space Category Matrices as defined in
the APPA Custodial Operational Guideline.
September 1, 2011
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
24
Exploring the CleanOpsStaff-3ed Environment
(Local Space Categories Worksheet)
Stationary MiniToolbox:
contains command buttons
specific to active
worksheet.
Local Space Categories
Worksheet
Local Space Category
Navigator: Used to select one
of the 40 Local Space
Categories .
Active or
Selected Local
Space Category:
Text turns blue
for the selected
Local Space
Category and the
screen scroll so
that the selected
Category is in the
far left columns.
Local Space
Category Maker
(like a Wizard):
Used to build a
Local Space
Category. The
Space Category
Maker allows you
to copy a
standard
category and
modify it to
meet your local
needs
There are 40 Local Space Categories on this worksheet
that you can build to meet your local needs. 15 are
available without the ProLocal Upgrade
September 1, 2011
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
25
Getting Help
Method 1
1.
Use the Help Buttons in the upper right corner of the Main Menu, the Hide/Show Toolbox,
Toolboxes and throughout the application. (Note: most toolboxes have a Help Button for
contextual help.) Click the Help button to activate the Help center. You can send the help
text to other applications and print it for easy reference.
Method 2
1.
Click on any Toolbox on the outer edges or in the title area to give the Toolbox the Focus.
2.
Move the mouse pointer over a Toolbox element (Command Button, Input Box, etc.)
3.
Pause the pointer over the element and read the Screen Tip in the yellow box.
September 1, 2011
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
26
Getting Help (cont.)
Method 3
1. Start in Macro Staffing &
Inventory Worksheet
2. Move the mouse pointer to the
top of the first or second row of
headings
3. When the mouse pointer turns
into a hand, click the mouse
4. The Help Center Box will appear
with contextual help
5. Click again or click the Close
Button on the Help Center Box
to close the Help Center Box
6. Whenever you move the mouse
over an item in a worksheet
and it turns into a hand with a
pointing finger you can left click
and get Help.
September 1, 2011
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
27
Procedure 1 – Entering data directly in the
worksheet
Procedure 1 – Entering data directly in the worksheet
1.
Start in Main Menu
2.
Click Macro Staffing & Inventory Button
3.
Click on next empty Row Cell in Row Column
4.
Press TAB Key on keyboard to move insertion point to second column (Building
Name/Number)
5.
Type a Building Name or Number and press TAB
6.
Type a Floor Name or Number and press TAB
7.
Type a Space Name or Number and press TAB
8.
Type a number for the Cleanable Square Feet (CSF) and press TAB
9.
Use the Drop Down Arrow to select a Standard or Local Space Category and press TAB
10. Use the Drop Down Arrow to select a Cleaning Level and press TAB
11. Type number or text for Number of Fixtures/Items and press TAB (This is optional and
can be skipped by just pressing TAB again)
12. Repeat steps 4 through 10 to enter more records
Note: The calculated cells are write protected and you do not need to be concerned about
accidentally disturbing them.
September 1, 2011
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
28
Exercise P1-1 -- Enter data for six(6) spaces.
Exercise P1-1 -- Enter data for six(6) spaces. (Answer in file ‘Exercise P1-1 Results-HECSData.xls’)
1. Enter the below data in the Macro Staffing & Inventory Worksheet
following the steps in the Procedure 1 on the previous page.
September 1, 2011
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
29
Exercise P1-1 (cont.) – Explanation of Summary
Results
Exercise P1-1 (cont.) – Explanation of Summary Results
Summary Calculations
Detail Individual Space
Calculations
Explanation of summary calculations from left to right:
1.
6 spaces for 3,981 Total Cleanable Square Feet (CSF)
2.
It takes 1,126 minutes to perform all the Routine and Projects activities for the 6 spaces.
3.
The Work Mode is Both (Routine and Projects activities). The Time Mode is Minutes.
4.
The Space Weight Average (SWA) cleaning level is 1.97 and the Time Weighted Average
(TWA) cleaning level is 1.59. TWA is the APPA approach. SWA is added by CleanOpsStaff3ed to weight the cleaning level by the relative size of the spaces. SWA is just another
data point.
5.
The average cleanable square feet per FTE is 15,317 CSF/FTE
6.
You must set aside 109.16 minutes each day to for Routine and Projects activities.
7.
You would need .26 FTE. To clean at the selected levels in the worksheet.
8.
CleanOpsStaff-3ed counted 6 total spaces.
September 1, 2011
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
30
Exercise P1-2 – Changing Work Mode and Time
Mode
Exercise P1-2 – Changing Work Mode and Time Mode
Explanation of Work Mode and Time Mode. CleanOpsStaff-3ed default is to calculate time in
Minutes and for both Routine and Projects activities. However, many institution break the
custodial work up into Routine activities which are activities that are perform at least weekly
and Projects activities which are performed at a lesser frequency. Additionally, sometimes it is
more convenient to see time in hours.
1. Time Mode Button –
a.
With the data from Exercise P1-1, review the Macro Staffing and Inventory worksheet
and note that time is in minutes.
b.
Close QEntry if necessary.
c.
If necessary, click Hide/Show Button on the Hide/Show Toolbox in the upper right of
the screen to show the MiniToolbox if necessary.
d.
Click Time Mode button. Observe that time is now in hours and the heading for the
two columns involving time changes to white or un-shaded and the Mode Heading
changes from MACRO STAFFING (Both in Minutes) to MACRO STAFFING (Both in
Hours).
e.
Click Time Mode Button again and note that things change back to the default colors
and values. Repeat this until you are comfortable with the Time Mode button. Click
to return to MACRO STAFFING (Both in Minutes) mode.
September 1, 2011
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
31
Exercise P1-2 (cont.) – Changing Work Mode
and Time Mode
Exercise P1-2 (cont.) – Changing Work Mode and Time Mode
2. Work Mode Button –
a.
With the data from Exercise P1-1 review the Macro Staffing and Inventory worksheet
and note the calculation for both Routine and Projects activities.
b.
Close QEntry if necessary.
c.
If necessary, click Hide/Show Button on the Hide/Show Toolbox in the upper right of
the screen to show the MiniToolbox if necessary.
d.
Click Work Mode button. Mode Heading changes from MACRO STAFFING (Both in
Minutes) to MACRO STAFFING (Routine in Minutes).
Note the color change for the first and sixth headings.
Note the summary and detail calculations change to reflect results for Routine
activities only
Click Work Mode button again. Mode Heading changes from MACRO STAFFING
(Routine in Minutes) to MACRO STAFFING (Projects in Minutes). Observe calculation
and color changes again then click Work Mode button to return to (Both in Minutes).
e.
f.
g.
h.
September 1, 2011
Click Work Mode and Time Mode
Buttons to cycle through the six
modes reflected in the chart to the
right. Click to get back to MACRO
STAFFING (Both in Minutes) mode.
Both
Routine
Projects
Minutes
Minutes
Minutes
Hours
Hours
Hours
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
32
Procedure 2 -- Using QEntry for data input
Procedure 2 -- Using QEntry for data input.
1.
While in the Macro Staffing and
Inventory Worksheet, click QEntry on
the MiniToolbox in the upper left corner
of the screen.
Note: This will activate the QEntry Toolbox
2.
Click any blank gray area on QEntry to toggle between Tall Mode and Short Mode. This
feature works for most tool in ClenaOpsStaff-3ed to help you get maximum visibility of
your data worksheets and the tools as desired at the moment.
Tall Mode
Short Mode
September 1, 2011
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
33
Procedure 2 -- Using QEntry for data input (cont.)
Procedure 2 -- Using QEntry for data input (cont.).
4.
Click the QEntry top blue Title Bar to ensure it has the focus.
5.
Roll the mouse pointer over the Un-Check All Button and pause to read the Screen Tip
(Note: If you are using multiple monitors, the Screen Tip might be displayed on the
primary monitor)
6.
Roll the mouse pointer over the Checkboxes and pause for Building, Floor, CSF, Space
Category, and Level. Read the Screen Tip as you pause.
7.
Click to Check the Checkboxes for the data elements you want to enter data for (e.g.:
any combination of Building, Floor, CSF, Space, Category , and Level .
8.
Type data in the Input Boxes or select from Dropdown List. (Note: you may pause the
mouse pointer over the input boxes and read the screen tip to confirm which data
element they are for.
9.
Inside of the of the Data and Inventory Area,
click on the Row Cell of the first empty row.
10. Click the Paste Button and click Yes. (Note: the data you entered in QEntry is pasted
into the selected row.)
11. To paste the data to multiple rows, click inside of the Row Cell in the first row and drag
to highlight (select) multiple rows. Click to Uncheck the Checkboxes of the data you
do not want to paste such as the Space Name/Number and CSF since these elements are
usually unique for each record.
10. Click the Paste Button and click Yes. (Note: the data you entered in QEntry is pasted
into the range of rows you selected.)
September 1, 2011
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
34
Procedure 3a. Exploring QEntry data Input functions
Procedure 3a. Exploring QEntry data Input functions.
1. Check All – places a check mark in all the data element checkboxes. A check mark in a
data element box means the corresponding Input Box will be acted upon when you use
the Find, Apply Filter, Remove Filter, Clear, Copy or Paste buttons.
2. Un-Check All – remove check mark in all the data element checkboxes.
3. Clicking Individual Checkboxes – toggle between checked and un-checked for the
individual checkbox.
4. Clear – clear the input boxes when the corresponding check box is checked.
5. Copy – copy the data from the current active Data and Inventory Row into QEntry input
boxes when the corresponding checkbox is checked..
6. Paste – paste data from input boxes into the selected row(s) of the Data and Inventory
Area for all input boxes that have their corresponding QEntry checkbox checked.
7. Paste Checkbox (
) – un-check this box to prevent being prompted to confirm
pasting data from QEntry to the Data and Inventory Area. It is recommended that you
only un-check this box when you are absolutely sure you want to paste.
CleanOpsStaff-3ed does not have an undo feature.
September 1, 2011
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
35
Exercise P3-1. Using QEntry to input one (1)
record.
Exercise P3-1. Using QEntry to input one (1) record.
Building
Floor
Space
CSF
Space Category
Level
Main building
2
201
625
Classroom With Carpet Floor
Level 2
1.
Starting in Macro Staffing and Inventory Worksheet, click QEntry in the MiniToolbox.
2.
Drag QEntry to very top of screen and roll the mouse over QEntry gray edge to put in Tall
Mode. Note: when QEntry is not in the Main Panel you can toggle between Tall Mode
and Short Mode by clicking in a gray edge of QEntry.
3.
Click Check All button.
4.
Type information from above table for Building, Floor, Space and CSF into QEntry.
Select Space Category and Level from the dropdown list.
5.
Click anywhere in row 7. Observe Current Record Box on the Records Navigation Tool.
6.
Click Paste Button and observe the Paste Confirmation Toolbox and below. See next
Exercise for more on the
this toolbox.
7.
Click Yes. Observe data now appears in row 7.
Note: if you do not wish to be prompted before each paste operation you may uncheck the
Paste Checkbox
by clicking on it. However, since there is no Undo
function, it is recommended that you leave the box checked when pasting to many rows
and that you use the Prompt Confirmation Toolbox to help avoid unintentional pasting.
September 1, 2011
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Exercise P3-2. Using QEntry to input five (5)
records at once
Exercise P3-2. Using QEntry to input five (5) records at once
Building
Floor
Space
CSF
Space Category
Level
Main building
2
202
735
Classroom With Hard Floor
Level 2
Main building
2
203
534
Classroom With Hard Floor
Level 2
Main building
2
204
252
Classroom With Hard Floor
Level 2
Main building
2
205
245
Classroom With Hard Floor
Level 2
Main building
2
206
325
Classroom With Hard Floor
Level 2
1.
Click Check All Button.
2.
Click the CSF Checkbox to uncheck it since this data is different for each record.
3.
Enter/select data in QEntry as shown below. Note the +1 in the Space Box will cause
the Space Number to be increment by 1 from the previous Space Number. You may
increment by any number. Since CSF is unchecked it does not matter what it contains.
4.
Highlight rows 8 through 12 in any column by first clicking in any row except 8 to
ensure row 8 is not selected. Then click in row 8 and drag through the row 12.
Observe the information in the Selected Rows Box. It should indicate 8-12 (5) to
confirm which rows are selected.
5.
Click Paste Button and click Yes. Observe data now appears in rows 8 through 12.
6.
Type the CSF data directly in the data cell in the Data and Inventory Area. You should
now get .39 FTEs for Both, .32 FTEs for Routine and .07 for Projects.
September 1, 2011
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Exercise P3-3. Using the Paste Confirmation Toolbox and
the Copy Button.
Exercise P3-3. Using the Paste Confirmation Toolbox and the Copy Button.
Explanation: Because of the importance of data integrity and accuracy, CleanOpsStaff-3ed
provides the Paste Confirmation Toolbox to help you avoid unintentionally pasting data.
The toolbox has the same column headings as the data area and indicates which data
elements will be pasted (green background) and which will not (gray background). The
Paste To Box will indicate which rows the paste will go to.
1.
You will copy only Building, Space Name, and Space Category from row 4 to row 13.
a.
Click Check All Button. Click Clear Button. Click Un-Check All Button. Click
individual checkboxes for Building, Space Name and Space Category.
b.
Click anywhere in row 4. Click Copy Button. Observe that data was copied into
only those boxes whose checkbox was checked.
c.
Click anywhere in row 13. Ensure the Paste Checkbox is checked. Click Paste
Button. Observe the elements that are grayed out and those that are not.
Observe the Paste to below Rows box – it should read 13-13 (1).
d. Click the No Button to cancel paste. Observe that no data were pasted.
September 1, 2011
e.
Click Paste Button again. This time click yes. Observe data pasted.
f.
Enter data directly to make the space on the 3rd floor, 435 CSF, and Level 3. You
should now get .41 FTEs for Both, .35 FTEs for Routine and .06 for Projects.
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
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Procedure 3b. Exploring QEntry records
Navigation functions.
Procedure 3b. Exploring QEntry records Navigation functions.
Note: The yellow highlighted area above is the Records Navigation Tool. The below text will
address the elements of this tool starting from left to right.
1. Current Record Box – indicates the current record row number. The above screenshot
shows the current record is six (6).
2. First Record Button – click to move to and select the first record or row.
3. Previous Record Button – click to move to and select the previous record.
4. Middle Record Button – click to move to and select the record that is mid way between
the first and last record.
5. Next Record Button – click to move to and select the Next record.
6. Last Record Button – click to move to and select the last record (last row containing
data).
7. Last Record Box – indicates the row number of the last record . The above screenshot
shows the current record is row six (6) and the last row is 12.
8. Go Button – click to go to the row number in the Current Row Box – you can enter the
number you want to go to.
September 1, 2011
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Exercise P3-4. Using QEntry records Navigation functions.
Exercise P3-4. Using QEntry records Navigation functions.
1.
Close QEntry. Show MiniToolbox (click Hide/Show Button). Click Main Menu.
2.
Click Macro Staffing & Inventory Button on the Main menu.
3.
Activate QEntry as you learned in previous procedures and exercises by clicking QEntry
on the MiniToolbox.
4.
Click in random columns in all the rows containing data and observe the Current Record
Box and Selected Rows Box.
5.
Use the Shift Key and Left Mouse Button to select ranges of cells with and without data
and observe the Current Record Box and Selected Rows Box. Note: when selecting a
range of rows it does not matter which column or how many columns you include in the
selected range. CleanOpsStaff-3ed only uses the row information of the selected range
and ignores the column information in the select range.
6.
Use the CTRL Key and the Left Mouse Button to select random non-adjacent cells and
observe that the Selected Rows Box does not indicate this type non-adjacent selection.
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Data File Management (Open, Save, Save As, Close)
Procedure 4: Data File Management (Open, Save, Save As, Close)
Main Menu Screen
Function Toolbox in Macro Staffing and
Inventory Worksheet
1.
Once data has been entered into the Staffing and Inventory worksheet you can save the
information to a data file. The default location file is C:\CleanOpsStaff-3ed Data.
This location can be changed in the Configuration screen if you wish. This location
contains exercises files shipped by Hunter Consulting and Training that you will use in
exercises in this user manual.
2.
The Open, Save, Save As, and Close commands can be accessed from the command bar
at the bottom of the Main Menu screen.
3.
The Open Data File and Save Data File command can be accessed from the Functions
Toolbox in the Macro Staffing and Inventory screen. These commands work the same as
Open and Save with only a slight variation.
4.
These command can also be accessed by using the Right-Click Short Cut interface.
Simple right click in any cell of a worksheet and select the desired command from the
pop-up short cut menu.
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Data File Management (Open, Save, Save As, Close)
Exercise P4-1: Open, Save As, Close and Save Data and Inventory File
Main Menu Screen
1.
You will open the data file Exercise P1-1 Results-HECS-Data.xls. NOTE: Read all the
message boxes as you do this exercise.
2. OPENÆ In the Main Menu screen click the Open button. Navigate to C:\CleanOpsStaff3ed Data if necessary. Double click on Exercise P1-1 Results-HECS-Data.xls. Click
Yes. After the file is loaded and validated, click Ok.
3.
Click Macro Staffing and Inventory button. Observe six records.
4. SAVE ASÆ In the Main Menu screen. Click the Save As button.
5.
To see existing list of data files on your disk click the Save button in the Save Inventory
and Data dialog box. Note that “-HECS-Data.xls” is appended to Inventory files by
CleanOpsStaff-3ed. You should not type this extension when naming your inventory files.
6.
Click Once on Exercise P1-1 Results-HECS-Data.xls and change name to My Exercise
P1-1 Results-HECS-Data.xls. Click Save again. Click Yes. Click Ok.
7. CLOSEÆ In the Main Menu screen. Click the Close button. Click Yes.
8.
Click Macro Staffing and Inventory button. Observe there are no records.
9.
Using Procedure in Step 2 above, open My Exercise P1-1 Results-HECS-Data.xls. Go to
the Macro Staffing and Inventory screen and change 150 CSF to 325 CSF for room 100.
10. SAVE Æ In the Main Menu screen. Click the Save button. Click Yes. Click Ok.
11. CLOSEÆ In the Main Menu screen. Click the Close button. Click Yes.
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Data File Management (Open, Save, Save As, Close)
Exercise P4-2: Open Data File, Save Data File, Close and Save Data and Inventory File
Function Toolbox in Macro
Staffing and Inventory
Worksheet
1.
You will open the data file My Exercise P1-1 Results-HECS-Data.xls. NOTE: Read all the
message boxes as you do this exercise.
2. OPEN INVENTORY FILE: Go to Macro Staffing and Inventory worksheet. In the
MiniToolbox, click Functions. Then click the Open or Save Inventory File button.
3.
Click the Open Inventory File button in the dropdown tool
4.
Scroll down and Click on My Exercise P1-1 Results-HECS-Data.xls and click Ok.
5.
Click Yes. After the load and validation process click Ok.
6. SAVE INVENTORY FILE(same name): Go to Macro Staffing and Inventory worksheet. In
the MiniToolbox, click Functions. Click Open or Save Inventory File . Click Save
Inventory File. Click Yes. Click Ok. Note: if you did not want to overwrite the file, you
could have clicked No when prompted and you would have been given an opportunity to
save the file under a different name.
7. SAVE INVENTORY FILE (different name): Go to Macro Staffing and Inventory
worksheet. Click Functions. Click Open or Save Inventory File . Click Save Inventory
File. Click No. Click Yes. Click Save to see existing Inventory files.
8.
Click once on My Exercise P1-1 Results-HECS-Data.xls and change name to My Second
Exercise P1-1 Results-HECS-Data.xls. Click Save. Click Yes. Click Ok.
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Procedure 5. Exploring QEntry records Selection functions.
Procedure 5. Exploring QEntry records Selection functions.
Note: The yellow highlighted area above is the Records Selection Tool. The below text will
address the elements of this tool starting from left to right.
1. Range Selection Start Button – click to copy the current active row number into the
Range Selection Start Box to mark the beginning of a range of rows you will select with
the Select Rows Button.
2. Range Selection Start Box – contains the beginning of a range of rows you will select.
3. Range Selection End Button – click to copy the current active row number into the
Range Selection End Box to mark the end of a range of rows you will select with the
Select Rows Button.
4. Range Selection End Box – contains the end of a range of rows you will select.
5. Select Rows Button – click to select range rows beginning with row number in the Range
Selection Start Box and ending with row number in the Range Selection End Box .
6. Selected Rows Box – indicates the rows selected by the Select Rows Button or selected
by drag through rows in the Data and Inventory Area.
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Exercise P5-1. Using QEntry records Selection Tool.
Exercise P5-1. Using QEntry records Selection Tool.
1.
Open data file Exercise P5-2 Results-HECS-Data.xls. With QEntry activated, click
anywhere in row 4 in the Data and Inventory Area and then click the Start Button.
Observe the Start Row Box – it should contain 4. Observe the Selected Rows Box – it
should contain 4-4 (1).
2.
Click anywhere in row 11 and then click the End Button. Observe the End Row Box – it
should contain 11. Observe the Selected Rows Box – it should contain 11-11 (1).
3.
Click Select Rows Button. Observe Selected Rows Box – it should contain 4-11 (8).
4.
Observe the Data and Inventory Area – a range encompassing rows 4 through 11 should
be highlighted and selected.
5.
Click the Middle Record Button – observe that row 7 is select which is about half way in
the data base. It will not be exactly half if you have an even number of records.
6.
Type 10 in the Current Row Box and click the Go Button. Observe the Blue Current
Row Indicator goes to row 10 and the Selected Rows Box contains 10-10(1).
7.
Select a range of rows from 2 to 12 using the record select tool. (a) Type 2 in the Start
Box , (b) type 12 in the End Box, (c) click the Select Rows Button – the Selected Rows
Box should contain 2– 12(11)
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Selecting Records in Macro Staffing & Inventory Worksheet (cont.)
Exercise P5-2. Using QEntry records Selection Tool and Go Button.
1.
With QEntry activated, type 7 in the Current Record Box and click the Go Button.
Observe that row 7 in now selected.
2.
Click and hold down the left mouse button in the Floor column in row 3. While holding
down the left mouse button, drag to row 8 under Minutes to Clean Column as shown:
3.
Observe the Current Record Box and Select
Rows Box. The top row number of the range is
in the Current Record Box and the selected
range row as well as the number of rows
selected are displayed in the Selected Rows
Box.
4.
Click the First Record Button to return the blue
Active Row Indicator to the first row.
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Procedure 6. Exploring QEntry records Find Function.
Procedure 6. Exploring QEntry records Find Function.
Note: The yellow highlighted area above is the Records Find and Filter Tool. The below text
will address the elements of this tool starting from left to right.
1. Find First and Find Next Buttons – Find records that match the data contained in input
boxes where the input box corresponding checkbox is checked.
September 1, 2011
a.
Check checkboxes of corresponding input boxes you want included in the search
criteria.
b.
Type, select or copy in the values you want to search for.
c.
If you want to find the first occurrence, click the Find First Button start at the top
of the worksheet.
d.
Click Find Next Button to find the next occurrence of a record that match the
values in the QEntry input boxes that have their checkboxes checked.
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Exercise P6-1. Using the QEntry records Find
Function.
Exercise P6-1. Using the QEntry records Find Function. Open File Exercise P6-2 ResultsHECS-Data.xls
1.
You will find all second floor records. Click the Un-Check All Button. Click the Floor
Checkbox. Type 2 in the Floor Box. Click the Find First Button. Observe the Active
Row Indicator goes to row 6 (first record for the second floor).
2.
Click Find Next Button seven (7) more time and observe that each second floor record is
found. Observe the message you get at the last record and click OK.
3.
You will find space 203 on the second floor. Click the Space Checkbox. Type the 203 in
the Space Box. Click First Record Button. Click the Find Button. Observe the Active
Row Indicator goes to row 9 (record for Space 203 on the second floor).
4.
You will find Cafeteria with Hard Floor. Click Un-Check All Button. Click the Space
Category Checkbox. Select Cafeteria with Hard Floor from dropdown list in Space
Category Box. Click First Record Button. Click the Find Button. Observe the Active Row
Indicator goes to row 6.
September 1, 2011
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Exercise P6-2. Using the QEntry records Find, Clear, and Copy
Function.
Exercise P6-2. Using the QEntry records Find, Clear, and Copy Function. Open File
Exercise P6-2 Results-HECS-Data.xls
1.
You will find space cleaned at Level 1. Click Un-Check All Button. Click the Level
Checkbox. Select Level 1 from dropdown list in Level Box. Click Find First Button.
Click the Find Next Button twice while observing the Active Row Indicator goes to row 3
then to row 6. Click Find Button and click OK.
2.
You will find space cleaned at Level 1 on the first floor only. Click Floor Checkbox. Type
‘1’ in the Floor Box. Click Find First Record Button. Click Find Next Button once while
observe the Active Row Indicator goes to row 3. Click Find Button again and click OK.
3.
You will clear all QEntry input boxes. Click Check All Button. Click Clear Button.
Observe all input boxes are now blank.
4.
You will copy record into QEntry. Type 5 in the Current Record Button. Click Go. Click
Copy Button. Observe that all the QEntry input boxes are filled by data from row 5.
5.
You will paste the contents of QEntry to row 14 for a third floor identical space. In
QEntry, Edit the Floor Box by replacing 1 with 3 and edit the Room number to 304.
Click anywhere in row 14. Click Paste Button and click Yes if necessary. Observe that
row 14 is identical to row 5 except for Floor number and Room number.
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Procedure 7a. Exploring QEntry records Filter Function
Procedure 7a. Exploring QEntry records Filter Function .
1. Apply Filter Button – Display only records that match the data contained in input boxes
where the input box corresponding checkbox is check.
a.
Check checkboxes of corresponding input boxes you want included in the filter
criteria.
b.
Type, select or copy in the values you want to match.
c.
Click Apply Filter Button.
Note: The corresponding column filter in the Data and Inventory Area will be set to match
the checked input boxes in QEntry. Therefore, only records matching the value
corresponding checked input boxes will be displayed.
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Procedure 7b. Exploring QEntry records Remove Filter Function.
Procedure 7b. Exploring QEntry records Remove Filter Function.
1. Remove Filter Button – Remove filter criteria from the corresponding Data and
Inventory Area column.
a.
Check checkboxes of corresponding input boxes you want to remove the filter
from.
b.
It does not matter what value is in the input box in order for the filter to be
removed from the corresponding column as long as the corresponding checkbox is
checked.
c.
Click Remove Filter Button.
Note: If the corresponding column filter in the Data and Inventory Area was set to filter on,
the filter will be removed. If the column was not filtered, then no change will occur.
September 1, 2011
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Exercise P7-1. Exploring QEntry records Filter Function
Exercise P7-1. Exploring QEntry records Filter Function.
Open File (Exercise P7-all Results-HECS-Data.xls)
1.
2.
3.
Open Exercise P7-all Results-HECS-Data.xls
You will filter on Cafeteria with Hard Floor space category
a.
Click anywhere in the row 8. Then click Copy in QEntry.
b.
Click Un-Check All button. Click The Space Category checkbox.
c.
Click Apply Filter Button. Observe that only the 6 records with Cafeteria with
Hard Floor space category are shown. Records (6-9 and 10-12)
d.
Click the Remove Filter button. Observe that all records are now visible.
You will filter on Classroom With Carpet Floor space category
a.
Select Classroom With Carpet Floor from Space Category dropdown list
b.
Click Apply Filter Button. Observe that only the 3 records with Cafeteria with
Hard Floor space category are shown. Records (4, 7 and 13)
c.
Click Show All button. Observe that all records are now visible.
September 1, 2011
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Exercise P7-2. Exploring QEntry records Filter Function
Exercise P7-2. Exploring QEntry records Filter Function.
Open File (Exercise P7-all Results-HECS-Data.xls)
1.
Open Exercise P7-all Results-HECS-Data.xls if necessary.
2.
You will filter on Classroom With Carpet Floor space category cleaned at Level 3
3.
a.
Select Classroom With Carpet Floor from Space Category dropdown list
b.
Select Level 3 in the Level Box and Check the Level Checkbox
c.
Click Apply Filter Button. Observe that only the 2 records with Cafeteria with
Hard Floor space category and Level 3 cleaning level are shown. Records (4 and
13)
You will remove only the Level Filter
September 1, 2011
a.
Uncheck the Space Category Checkbox
b.
Click the Remove Filter button. Observe that 3 records with Cafeteria with Hard
Floor space category are shown because the Level filter was removed. Records (4,
7 and 13)
c.
Click the Show All button.
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Procedure 9. Exploring QEntry Application Navigation Buttons
Procedure 9. Exploring QEntry Application Navigation Buttons.
1. Help Button – Click to get contextual help on the QEntry Toolbox.
2. Close Buttons – Click to close QEntry. There are two Close Buttons so you can close
while in Tall Mode and Short Mode.
3. Pin Button – Click to pin the QEntry Toolbox to its current location on the screen.
Under certain conditions, you might want the tool to appear in certain locations on the
screen. (Note: most toolboxes have a Help, Pin and Main Menu buttons.)
September 1, 2011
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Procedure 10. Exploring QEntry Tool Management Buttons
Procedure 10. Exploring QEntry Tool Management Buttons.
1. Arrange Tools Button – This button manages the arrangement on the screen of the
Functions, Report Generator, and Staff Calculator toolboxes relative to the screen
location of QEntry. The purpose of this feature is to give you quick control of the four
tools (Functions, Report Generator, and Staff Calculator , and QEntry).
a.
Click Arrange Tools Button and all three other tools will appear in one of the Four
pre-set Tiled and Cascaded arrangements.
b.
Click Arrange Tools Button again to cycle through the pre-set tool arrangement.
c.
Drag QEntry to a different location on the screen and repeat above steps and the
three tool will appear immediately below QEntry.
2. Hide/Show Tools Button – Toggle between hiding and showing the three tools.
Note: The idea here is for you to be able to quickly display the tool you need and quickly
close the one you do not intend to use at the moment.
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Procedure 11. Exploring the Record Navigator Common Command
Buttons
Procedure 11. Exploring the Record Navigator and QEntry Common Command Buttons
Record Navigator
QuickEntry in Tall mode
QuickEntry in Short mode
1.
The Record Navigator is a handy toolbox that is directly above the worksheet. It
contains many of the same command buttons as the QEntry. The command buttons that
are common to both tools work the same regardless of which one you click. The Record
Navigator can be used in conjunction with QEntry. See the previous procedures and
exercises for use of these common buttons.
September 1, 2011
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Procedure 12a. Exploring the Record Navigator Sel All Command
Button
Procedure 12a. Exploring the Record Navigator Sel All Command Button
1. Sel All. This button will select all records in the worksheet. Use this button only when
you want to perform an action on the entire worksheet.
Exercise P12-1. Using the Sel All button. Open File (Exercise P7-all Results-HECS-Data.xls)
1.
2.
3.
Open File Exercise P7-all Results-HECS-Data.xls
a. While in the Data and Inventory worksheet on the Mini-Toolbox, click Function
button
b. Click Open Data File button. Double Click on Exercise P7-all Results-HECSData.xls
c. Click Yes. After the file load and validation process, click OK.
d. Click Data and Inventory button. Observe the 14 records.
Click inside any row in any column.
Click the Sel All button. Observed that the column you clicked inside of above is
highlighted and all 14 records are selected. Also observe the record indicator boxes on
the Record Navigator
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Procedure 12b. Using the Select on Cell Content button
Procedure 12b. Using the Select on Cell Content button. Open File (Exercise P7-all
Results-HECS-Data.xls)
1. Column Filter. This button will filter the records in the
worksheet based on the content of the selected cell.
When you click on this button a drop down tool appears
with five sub-commands as seen to the right. You may
(a) select records containing the content of the selected
cell; (b) exclude records containing the content of the
selected cell; (c) Un-filter the column; (d) show all
records or (e) cancel
Exercise P12-2. Using the Select on Cell Content button. Open File (Exercise P7-all ResultsHECS-Data.xls)
Open File Exercise P7-all Results-HECS-Data.xls if not already open.
Click on Cafeteria with Hard Floor in row 8.
Click Column Filter button. Then click Select on Cell Content button. Observe that the
six records that contain Cafeteria with Hard Floor are visible (6-9 and 10-12).
4. Click Column Filter button. Then Click Un-Filter Column button. Observe that all
records are now visible.
Note that the Un-Filter and Show All button are directly on the Record Navigator as well as
the dropdown tool for easy access.
1.
2.
3.
September 1, 2011
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Exercise P12-2. Using the Exclude on Cell Content button
Exercise P12-2. Using the Exclude on Cell Content button. Open File (Exercise P7-all
Results-HECS-Data.xls)
1.
2.
3.
4.
Open File Exercise P7-all Results-HECS-Data.xls if not
already open.
Click on Cafeteria with Hard Floor in row 8.
Click Column Filter button. Then click Exclude on Cell
Content button. Observe that six records that contain
Cafeteria with Hard Floor are visible (1-5, 7 and 13-14).
Click Column Filter button. Then Click Show All button.
Observe that all records are now visible.
Note that the Un-Filter and Show All button is directly on the Record Navigator as well as
the dropdown tool for easy access.
Note that the different between the Show All button and the Un-Filter Column button is that
the Show All button removes the filter from all columns and the Un-Filter button
removes the filter only from the selected column.
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Procedure 13. Using the Sort-a and Sort-d buttons.
Procedure 13. Using the Sort-a and Sort-d buttons. Open File (Exercise P7-all Results-HECSData.xls)
You can sort the records in the Data and Inventory worksheet in ascending and descending
using the Sort-a and Sort-d buttons. To sort the records back to their original order sort
on the Default Row Seq column using the Sort-a button.
Exercise P13-1: Sorting records
1.
2.
3.
4.
5.
Open File Exercise P7-all Results-HECS-Data.xls if not already open.
Click in Floor Name/Number column in any row. Click Sort-d button. Observe that
record are sorted by floor number in descending order.
Click Sort-a button. Observe that record are sorted by floor number in ascending order.
Repeat steps 2 and 3 above for all the data columns while observing the resulting record
sort order.
To sort the record back to their original order, click in then Default Row Seq column and
click the Sort-a button. Observe that the records are returned to their original sort
order.
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Procedure 14. Autofit and Column Adjustment
Procedure 14. Autofit and Column Adjustment . Open File (Exercise P7-all Results-HECSData.xls)
1. Autofit and Column Adjustment
features. You and adjust the width of
the columns in the worksheet by using
the commands outlined in the
screenshot to the right.
1.
Exercise P14-1: Adjusting Column width
1.
2.
Open File Exercise P7-all Results-HECS-Data.xls if not already open.
Click inside the Building Name/Number Column and then click the Autofit button.
Observe that the column width adjusted to match the widest text in the column.
Repeat step 2 for random columns and observe the effect.
Click the inside of random columns and click the left and right arrows and observe the
column width change.
Select a range of columns and experiment with the Autofit and Right and Left buttons
and observe that you can change the width of a range of columns as once.
Use the CTRL key to select non-adjacent columns and experiment with the Autofit and
Right and Left buttons and observe that you can change the width of multiple nonadjacent column as once.
3.
4.
5.
6.
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Procedure 15. Set Default Order feature.
Procedure 15. Set Default Order feature. Open File (Exercise P7-all Results-HECS-Data.xls)
1. Set Default Order feature. You can
sort the records in different order and
then make the new order the default
order by using the Set Default Order
button.
Exercise P15-1: Using the Set Default Order feature.
1.
2.
3.
4.
Open File Exercise P7-all Results-HECS-Data.xls if not already open.
Click in the Space Name/Number column.
Click the Sort-d button. Observe the numbers in the Default Row Order column are now
out of order. If you would like for the current of the records to be the default order you
would use the Set Default Order button.
Click the Set Default Order button. Click Yes. Observe that the numbers in the Default
Row Order column are now in order. You can now user the Sort-a button and sort on
Default Row Order column to return the order of the records to this current order after
any other sort you make.
September 1, 2011
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
62
Procedure 16. Update Dropdown Lists feature
Procedure 16. Update Dropdown Lists feature. Open File (Exercise P7-all Results-HECSData.xls)
1. Update Dropdown Lists feature. Use this
button to update the dropdown lists in
the worksheet and QEntry. The Building,
Floor, and Space fields in the worksheet
and QEntry have dropdown lists that can
be updated to capture all previous entries
made. This allows you to select previously entered data from the dropdown list instead
of re-typing it. In order to update the dropdown list click the Update Dropdown Lists
button. To have the dropdown list update automatically, check the checkbox.
Exercise P16-1: Using the Update Dropdown Lists feature.
1.
2.
3.
4.
5.
6.
7.
Open File Exercise P7-all Results-HECS-Data.xls if not already open.
Click in Row 15 in the Building Column and type Admin Building and press the Enter.
Click in Row 16 in the Building column. Click the dropdown arrow and observe that only
Main Building is in the dropdown list.
Click the Update Dropdown Lists button and repeat Step 3 above and observe that the
drop list now contains Main Building and Admin Building in alpha order.
Click the Update Dropdown Lists checkbox to make the update automatic.
Click in Row 16 in the Building Column and type Science Building and press the Enter.
Now click the dropdown arrow and observe that Science Building has been added to the
dropdown list.
September 1, 2011
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
63
Exploring QTicket
Procedure 17. Exploring QTicket. Open File (Exercise P7-all Results-HECS-Data.xls)
1. QTicket. Use this button to activate the
Quick Ticket feature. This feature allows
you to make quick calculation of multiple
records and then send the calculations to
other Microsoft applications such as
NotePad, Word, PowerPoint, and Excel
and to the printer.
One example of use is when you want to know how much time it should take to clean
several spaces in your inventory. You can select these spaces of interest and “Get
Record(s)” into the QTicket and QTicket will calculate:
a. Total CSF
b. Number of Spaces
c. Average Cleaning Level
d. Total CSF/FTE
e. Total Minutes To Clean per day
f. Total FTE
g. Total Minutes Base Time
September 1, 2011
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
64
Exercise 17-1a. Using QTicket Get Record(s)
Exercise 17-1a. Using QTicket Get Record(s) . Open File (Exercise P7-all Results-HECSData.xls)
1.
2.
3.
4.
5.
6.
Open File Exercise P7-all Results-HECSData.xls if not already open.
You want to know how much time it will take to
clean Spaces 102 and 104 of the first floor.
Click the QTicket button on QEntry.
Select Space 102 and click the Get Record(s)
button.
Select Space 104 and click the Get Record(s)
button. Scroll down in QTicket and observe
the summary calculations at the bottom of the
large textbox. You can see that the two spaces
together are 811 CSF. The Average Cleaning
Level is 1.6 since one of the spaces is cleaned
at Level 1 and the other is cleaned at Level 2.
The CSF/FTE is 8,722. You must set aside
39.05 minutes per day to clean the two
spaces at the specified levels. The two spaces
require .09299 FTEs and to do both the
Routine and Projects tasks in both rooms all in
one visit would take 237.71 minutes.
Click the Work Mode button and observe the
data for Routine tasks (Total Minutes Base Time
= 44.62).
September 1, 2011
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
Use to make
QTicket Taller
or shorter
65
Exercise 17-1b. Using QTicket Work Mode & Time Mode
Exercise 17-1b. Using QTicket Work Mode & Time Mode. Open File (Exercise P7-all ResultsHECS-Data.xls)
1.
2.
3.
4.
5.
6.
7.
8.
9.
September 1, 2011
Click the Work Mode button again and observe
the data for Projects tasks (Total Minutes Base
Time = 193.09).
Click the Work Mode button again to show
calculation for Both Projects and Routines tasks.
Click the Time Mode button to show all times in
hours.
Click the Sel All button to select all the text in
QTicket.
Click the To Clipboard button to copy the
selected text into the Windows Clipboard.
Click the Notepad button to open Notepad.
When Notepad opens. Click Edit then click Paste
on the Notepad Menu. Observe the QTicket text
in now in Notepad. Close Notepad without
saving.
Click the Word button. When Word opens. Click
Edit then click Paste on the Word Menu.
Observe the QTicket text in now in Word. Close
Notepad without saving. You can paste into any
application that recognizes the Windows
Clipboard.
Click the Clear button to clear the QTicket
textbox.
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
66
Exercise 17-1c. Using QTicket
Exercise 17-1c. Using QTicket. Open File (Exercise P7-all Results-HECS-Data.xls)
1.
2.
3.
4.
5.
September 1, 2011
You want to know what it takes to clean all of
the second floor.
Select all second floor records. There are
several ways to select a range of records.
a. Click in any row except row 6. Click and
hold down the left mouse button in row 6
and drag through row 12 to select all
second floor spaces. NOTE: because of
the dropdown feature the intended first
row of a range cannot be already selected
when you click to begin the drag through.
b. Another way to select a range of rows is to
click in the desired first row. Then while
holding down the shift key, click the
desired last row.
Click the Get Record (s) button in QTicket.
Scroll up and down in QTicket. Observe all
seven second floor spaces and the summary
calculations at the bottom.
You may also select non-adjacent records.
You can also get records one at time.
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
67
Procedure 17. Exploring Staff Calculator (QStaff)
Procedure 17. Staff Calculator (QStaff). Open File (Exercise P7-all Results-HECS-Data.xls)
1. QStaff. Use this button to activate the
Staff Calculator (QStaff) feature. This
feature allows you to make quick
calculations for single Standard Space
Categories to determine selecting Space
Type, Cleaning Level and Cleanable
Square Feet.
One example of use is when you want to
know how much it will take to clean a
hypothetical standard or local space
category when you know the CSF, space
category, and desired cleaning level.
On the other hand you might know the
FTEs and CSF and want to compute the
cleaning level. If at least one of the
variables is blank you can use the
Compute button the compute the other
variables. You can also use the Add
button to add the results of QStaff to
QTicket.
September 1, 2011
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
68
Exercise P17-1. Staff Calculator (QStaff)
Exercise P17-1. Staff Calculator (QStaff). Open File (Exercise P7-all Results-HECS-Data.xls)
1.
2.
3.
4.
5.
6.
Open File Exercise P7-all Results-HECSData.xls if not already open.
You learn of a new building coming on
line with 100,000 CSF of Classroom
Space With Carpet and you want to
know how it might impact your staff
needs.
Click Staff Calculator button in
MiniToolbox to activate QStaff.
Click the Clear Button.
In the CSF textbox, type 100000
In the Type dropdown list, select
Classroom Space With Carpet
7.
8.
9.
10.
11.
Observe that it will take 3.37 FTEs to clean the new space at Level 2.
You want to know how many FTEs it will take to clean at Level 1.
Click on the CSF/FTE and FTEs flat box to blank the FTEs and CSF/FTE textboxes.
Select 1 in the Level textbox.
Click the Compute button. Observe that it takes 7.26 FTEs to clean the new space to
Level 1
12. Repeat Step 8 through 11 for Level 3 and then for level 4. Observe that it takes 3.02
FTEs to clean the space at level 3 and 2.18 FTEs to clean at Level 4.
Note: the green bars activate a Beta Calculator that is still in testing. The Enter feature is
not fully tested.
September 1, 2011
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
69
Exercise P17-2. Staff Calculator (QStaff)
Exercise P17-2. Staff Calculator (QStaff). Open File (Exercise P7-all Results-HECS-Data.xls)
1.
2.
3.
Your budget officer informed you that you
will only get 2 full time and 1 half time new
FTEs for the new space for a total of 2.5
FTEs. You want to know what cleaning level
you can obtain without exceeding the
standard CSF/FTE.
Click the flat boxes to clear FTEs and
CSF/FTE and Level textboxes.
Type 2.5 in the FTEs textbox.2.5 FTE will
achieve cleaning level 3.55 which is between
4 and 3 but closer to 4 and you will have to
assign 40,000 CSF/FTE. Recall that Cleaning
Level 4 require 2.18 FTEs and cleaning level
3 requires 3.02 FTEs. You can see that 2.5
FTE is closer to 2.18 (Level 4) than it is to
3.02 (Level 3).
September 1, 2011
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
70
Procedure 18. Exploring KeyPad
Procedure 18. Exploring KeyPad
1.
While in the Macro Staffing and Inventory
worksheet, you can click on the Keypad
button to activate the keypad feature. The
keypad is used in much the same way as a
calculator with a few extra features. This is
handy when you have space dimensions and
•
•
•
•
•
•
•
•
•
•
September 1, 2011
Need to compute square feet.
Use the number and operator keys to perform calculation just
as you would on a calculator.
You may enter number and text directly into the input box
Use the Paste button to paste the content of the calculator
input box into the current cell or the current selected range
of cells in the worksheet.
Use the Clr button to clear the input box.
Check the Down Cycle Checkbox (‘D’) checkbox to have the
insertion point advance to the next row after each paste.
Check the Right Cycle Checkbox (‘R’) checkbox to have the insertion point
advance to the next column after each paste.
Check the Capture Input Box Checkbox (‘C’) to automatically capture the
selected cell into the input box when you click inside a cell in the worksheet.
Use the “D” button to delete the last character of digit in the input box.
Note the Keypad title bar indicates the selected row and the column heading. The
screenshot indicate Row 1 and the Cleanable SF heading.
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
71
Exercise P18-1a. Using KeyPad to Enter Data
Exercise P18-1a. Using KeyPad to Enter Data
1. You will use the keypad to enter the below data. Go to Main Menu. Click Close button.
Click Yes. Click Macro Staffing and Inventory button. Click the Keypad button. Move the
keypad to a convenient location on the screen. Uncheck all Keypad checkboxes.
2. In the Keypad input box, type Admin Building. Select Rows 1 through 9 by dragging
thorough the rows. Click the Paste button. Observe that rows 1 through 9 now contains
Admin Building.
3. Click Clr button. Click the “1” button. Select rows 1 through 3 under Floor column. Click
the Paste button.
4. Click Clr button. Click the “2” button. Select rows 4 through 6 under Floor column. Click
the Paste button.
5. Click Clr button. Click the “3” button. Select rows 7 through 9 under Floor column. Click
the Paste button.
September 1, 2011
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
72
Exercise P18-1b. Using KeyPad to Enter Data
Exercise P18-1b. Using KeyPad to Enter Data (Continued from previous Exercise)
1. Click “D” and “C” checkboxes to checked status. Click in row 1 of Room Number
column.
2. Click “100” on the Keypad. Click Paste button. Repeat for 101, 102, 200, 201, 202,
300,301, 302 to finish populating the room number column. Note the insertion point
advances to the next row because the Down Cycle checkbox is checked.
3. Click in row 1 under the Cleanable SF (CSF) column.
4. Click “45”. Click “*”. Click “34. Click Paste button. Repeat for the remaining space
dimensions. Observe that the Paste button performs the equal function and paste the
results into the selected cell.
5. Click in row 1 under Standard Space Category column. Select Classroom With Carpet
Floor from the dropdown list (you might have to scroll up in the dropdown list). Press
Enter key.
6. Uncheck the “D” checkbox. Check the “C” checkbox. Click in row 1 under Standard
Space Category column. Uncheck “C” checkbox. Select rows 2 through 3 under Standard
Space Category column. Click the Paste button.
September 1, 2011
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
73
Exercise P18-1c. Using KeyPad to Enter Data
Exercise P18-1c. Using KeyPad to Enter Data (Continued from previous Exercise)
1. Click in row 4 under Standard Space Category column. Select Office With Hard Floor from the
dropdown list (you might have to scroll up in the dropdown list). Press Enter key.
2. Uncheck the “D” checkbox. Check the “C” checkbox. Click in row 4 under Standard Space
Category column. Uncheck “C” checkbox. Select rows 5 through 6 under Standard Space
Category column. Click the Paste button.
3. Click in row 7 under Standard Space Category column. Select Research Lab with Hazardous
Waste from the dropdown list (you might have to scroll up in the dropdown list). Press Enter
key.
4. Uncheck the “D” checkbox. Check the “C” checkbox. Click in row 7 under Standard Space
Category column. Uncheck “C” checkbox. Select rows 8 through 9 under Standard Space
Category column. Click the Paste button.
5. Click in row 1 under Cleaning Level column. Select Level 2from the dropdown. Press Enter
key.
6. Uncheck the “D” checkbox. Check the “C” checkbox. Click in row 1 under Cleaning Level
column. Uncheck “C” checkbox. Select rows 1 through 9 under Cleaning Level column. Click
the Paste button.
September 1, 2011
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
74
Exercise P18-1d. Using KeyPad to Enter Data
Exercise P18-1c. Using KeyPad to Enter Data (Continued from previous Exercise). Open File
Exercise P18 Results-HECS-Data.xls.
1. The above screenshot is the results of the data you entered. As can be seen 0.98 FTEs are
required to clean the 9 spaces at Level 2.
2. What if you want to see how many FTEs it will take to clean at Level 1, 3, 4 and 5. You
can use the Keypad to change all the levels to Level 2.
a. In the keypad input box type Level 1. Select rows 1 through 9. Click the Paste
button. Observe that it will take 1.48 FTEs to clean to Level 1.
b. Repeat Step 2a above for Levels 3, 4 and 5 and observe the below results.
September 1, 2011
Level 1
Level 2
Level 3
Level 4
Level 5
1.48 FTEs
0.98 FTEs
0.82 FTEs
0.57 FTEs
0.29 FTEs
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
75
APPA Guidelines Third Edition Examples
You will need the APPA Custodial Operational Guidelines:
Custodial Third Edition and the full feature version of
CleanOpsStaff-3ed for some of the following exercises.
To activate the full features you must purchase a Product
Code from the APPA bookstore[xxx] and request an
Activation Key from Hunter Consulting and Training.
September 1, 2011
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
76
Exercise APPA Page 11,Figure 1.1: Staffing Service Levels
1.
Starting from the Main Menu, click Staffing Service Levels button.
Observation1: Compare the CleanOpsStaff-3ed Staffing Service Level table with APPA
Guidelines Page 11, Figure 1.1 and note that the numbers differ slightly because
they are rounded in the Guidelines and are not rounded in CleanOpsStaff-3ed to
avoid compounding rounding errors in the many calculations performed by
CleanOpsStaff-3ed. Note that in the Guidelines book, the matrices are sorted in
alpha order and the matrix numbers from the old second edition have been
dropped. In CleanOpsStaff-3ed, the matrices remains listed in the same order as
they are in the second edition – this is done to reduce re-programming time and to
provide easy reference back to the second edition if desired.
Observation2: CleanOpsStaff-3ed adds three extra columns to the table.
a.
Level C2 – this cleaning level is added to allow you to customize a level
within the 33 APPA Standard Space Categories and to allow you to assign a
level to the 15 Local Space Categories (40 with ProLocal Upgrade).
b.
Routine Minutes To Clean and Projects Minutes To Clean – CleanOpsStaff3ed brings this number over from the 33 Standard Matrices and the 40 Local
Categories so you can readily see how long it would take to perform the
cleaning activities included in the two types of work (Routine & Project).
Observation3: CleanOpsStaff-3ed uses the Cleanable Square Feet per FTE data from
this table in its basic calculations. It also uses the Minute to Clean data. Note that
it takes 28.75 minutes to do the Routine tasks and 482.63 minutes to do the
Projects tasks for Classroom with Hard Floor.
2.
In the MiniToolbox, click the Time Mode button. Observe the times change to hours and
the headings change color. Click the Time Mode again to switch back to minutes
3.
Click Main Menu Button to return to the main menu.
September 1, 2011
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
77
Exercise APPA Appendix B, Pages 251-317: Standard Space Category
Matrices
1.
Starting from the Main Menu, click Standard Space Category button.
2.
A Standard Space Category Navigator will appear on the right side of the screen with
the matrices list in Alpha order the first time you launch the Standard Category
Navigator.
3.
Click the category name in the list to navigate from matrix to matrix. Compare the
information in the screen to the information in the guidelines book. The numbers in
CleanOpsStaff-3ed will differ slightly from the numbers in the book due to rounding.
4.
Drag the mouse through the list as another method to go from matrix to matrix.
5.
Observe the same numbers and frequencies for the activities and levels as in the APPA
Guidelines matrix.
6.
Observe the Level C2 column added by CleanOpsStaff-3ed which you can modify.
7.
Observe the MiniToolbox. This tool box will make it easy for you to customize a
cleaning level C2 to fit your local conditions.
Note1: You will learn to use the feature of the Standard Category MiniToolbox in a
different section of this document.
8.
Click the Num button on the Standard Space Category Navigator to sort the list of
matrices by matrix number as they appeared in the old CleanOpsStaff and the old APPA
Guidelines Second Edition
9.
Click the Name button to sort the list of matrices alphabetically
10. Click Main Menu either on the Standard Space Navigator or on the MiniToolbox to
return to the main menu.
September 1, 2011
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
78
Exercise APPA Example 1, Page 10 FTEs and Cleaning Level for
251,876 CSF of Classroom Space
From APPA Book: Your campus has 251,876 square feet of space assigned to classrooms with hard floors, and six
custodians to clean that space. Identify your current theoretical cleaning level on Figure 1.1 and calculate the number of
custodians required to clean at Level 2.
1.
While in the Inventory and Staffing worksheet, click
Staff Calculator button in the MiniToolBox to
activate the Staff Calculator.
2.
Use the Type dropdown list to select Classroom with
Hard Floor. Observe that the calculator calculates
information for cleaning level 2 and 1,200 CSF (base
time for the matrix)
3.
Click the Clear button
1.
Enter 251,876 in the CSF input box. Type OK if prompted
2.
Enter 6 in the FTEs input box
3.
Click the Compute button
4.
Observe result -- the cleaning level with only 6 FTEs is 3.87 or between Level 4 and Level 3
but closer to Level 4. The CSF/FTE is 42,000 (round)
5.
Select ‘3’ from the Level dropdown list and observe CSF/FTE = 32,000 and FTE = 7.88
6.
Select ‘4’ from the Level dropdown list and observe CSF/FTE = 43,400 and FTE = 5.79
7.
Finally observe that 6 FTEs is between 5.79 FTEs and 7.88 FTEs but closer to 5.79 FTE
September 1, 2011
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
79
Exercise APPA Example 1, Page 10 FTEs and Cleaning Level
for 251,876 CSF of Classroom Space (Cont’d)
From APPA Book: Your campus has 251,876 square feet of space assigned to classrooms with hard floors, and six
custodians to clean that space. Identify your current theoretical cleaning level on Figure 1.1 and calculate the number of
custodians required to clean at Level 2.
1.
You can also use the inventory worksheet to answer this question
2.
From the Main Menu, click the Macro Staffing and Inventory button
3.
In the first blank row, click under the Building Name/Number column and enter Test Bldg.
Hit Tab key. Enter Test Floor. Hit Tab Key. Enter Test Room. Hit Tab Key. Enter 251876
4.
Hit Tab key twice. Select Classroom With Hard Floor from dropdown list. Hit Tab key
5.
Select Level 1 from the dropdown list. Observe that it take 24.61 FTEs to clean at Level 1.
6.
Select Level 2 from the dropdown list. Observe that it take 13.16 FTEs to clean at Level 2.
7.
Select Level 3 from the dropdown list. Observe that it take 7.88 FTEs to clean at Level 3.
8.
Select Level 4 from the dropdown list. Observe that it take 5.78 FTEs to clean at Level 4.
9.
You can see that 6 FTEs is between 5.78 and 7.88 and closer to 5.78. Therefore, your 6
FTEs can be expected to clean between Level 3 and Level 4 closer to Level 4.
1.
You can also use the reports feature to answer this question
2.
Click inside the worksheet to select the row for you Test Room
3.
Click Reports button in the MiniToolBox. Click the Macro Staff by Level button
4.
Observe the FTE numbers above the No of Cust headings for the six cleaning levels and
again you can see 6 FTEs falls between Level 3 and Level 4
5.
Click the Cost of Cleaning by Levels button. Observe under the FTE column that 6 FTEs
falls between Level 3 and Level 4
September 1, 2011
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
80
Exercise APPA Example 2, Page 12: Time to clean 2,640 CSF
Chemistry Lab at Level 2
From APPA Book: You have a 2,640 CSF room which is designated as a chemistry lab. How long should it take to clean
that space at Level 2?
• Assume the space can be treated like a Research Lab without Hazardous Waste, with a 11,700 CSF per custodian
assignment at Level 2. 2,640 CSF divided by 11,700 CSF per custodian = 0.226 FTE. Since the summary is based on 420
minutes per shift, it will take 0.226 x 420 = 94.92 minutes to clean that space.
1.
While in the Inventory and Staffing worksheet,
click Staff Calculator button in the MiniToolBox
to activate the Staff Calculator.
2.
In Staff Calculator, select Research Lab
without Hazardous Waste. Observe information
computed for Level and 324 CSF at .027 FTE,
11,670 CSF/FTE, 104.32 Base Time, and 11.66
Minutes per day
3.
In Staff Calculator, Click Clear button
4.
Enter 2,640 in the CSF input box
5.
Click Compute button. Observe .22622 FTE, and
95.01 Minutes per Day.. The 95.01 is computed
as .22622 x 420 productive minutes per day. The
difference between 95.01 and the 94.92 in the
book is due to rounding (.226 x 420 = 94.92).
6.
Another approach, is to simply enter the
information in the inventory worksheet
September 1, 2011
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
81
Exercise APPA Example 1, Page 17, Figure 2.2 – New Classroom with
Hard Floor Matrix, Routine Activities
From APPA Book: You are “resource leveled,” clean your hard floor classrooms with activities at the frequencies given for
Level 2, but do not re-lamp or empty pencil sharpeners. You do dust blinds weekly. Assuming you get 7 productive hours
of work, how many CSF of classrooms con you assign your staff per shift?
•
By being “resource leveled,” only the upper portion of the matrix is needed to identify cleanable square feet
assigned per custodian for routine work activities. We recommend creating new matrices any time you solve these
types of problems. Since you are only concerned with a specific frequency of cleaning for each task, only one column
of adjusted minutes is needed to get the appropriate answer. The new “matrix” will look like Figure 2.2.
Explanation: You will make a local category to account for the difference in tasks and frequencies you
desire for this space compared to the tasks and frequencies in the standard matrix.
1.
From the Main Menu, click Open button. Select file APPA Barton Hall Base Data P-17 Fig-2.2
and 2.3-HECS-Data.xls and click OK. Click Yes. Click Ok.
2.
Click Macro Staffing and Inventory button. Observe there are already two rows in the inventory data
worksheet – these two rows are for reference only.
3.
Click Main Menu. Click Local Space Categories Button to get to the Local Space Categories
Worksheet. There are 15 matrices, numbered 34-48 (40 matrices, numbered 34-73 with ProLocal
Upgrade) taking up from where the 33rd Standard Matrices left off. The matrix at the far left of
the screen with the blue text heading is the Active Local Matrix. You Navigate through the
matrices using the Local Space Category Navigator or by clicking inside of the matrix you want to
become the Active Local Matrix.
3.
Click 1st button to make the first Local Space Category Matrix active. Click the Next Button,
then Prev button, Mid button and the Last button as often as necessary for you to get a feel for
what they do. Click the List button to go directly to a matrix.
September 1, 2011
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
82
Exercise APPA Example 1, Page 17, Figure 2.2 – New Classroom with
Hard Floor Matrix, Routine Activities (Cont’d)
4.
You will use the Local Category Maker button to
make your Local Category. Click Local Category
Maker button to open It ( it work similar to a
Microsoft wizard).
5.
Click 1st button on the Local Space Category
Navigator to make sure you are working with the
first matrix.
Local Space
Category Navigator
6.
In the lower left corner of the Local Category
Maker, click Select Base Standard Category. This
will be the standard category you will base your
local category on. Refer to the Guidelines narrative
on page 17.
7.
In the Standard Type Name Box of the Standard
Space Category Selection Dialog Box, select
Classroom Room with Hard Floors from the drop
down list.
8.
Observe the that the Standard Space Category Selection
Dialog Box looks like the screenshot to the right. Observe
that CleanOpsStaff-3ed named your local category by putting
the word Local in front of the standard name. You will be
able to rename the local category with the Rename Local
Category button later if need be. If you do rename the local
matrix we recommend you keep the word ‘Local’ or ‘[LM]’ as
the first part of the name. For now, accept the defaults and
click the Import Activities button.
9.
Note: This Example continues on next page .
September 1, 2011
Local Category
Maker
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
83
Exercise APPA Example 1, Page 17, Figure 2.2 – New Classroom with
Hard Floor Matrix, Routine Activities (Cont’d)
10. Observe that all eighteen (18) cleaning activities were imported into the Local Category Maker from the
standard matrix. Observe the ‘R’ and ‘P’ next to the Local Category Maker row number to denote
whether the activity is a Routine Activity or Project Activity. Use the Scroll Bar on the right of Local
Category Maker to scroll through the activities.
11. You will keep only seven (7) of the activities and convert the Dust Blinds Activity from a Project Activity
to a Routine Activity.
12. Find the Dust Blinds Activity and check its checkbox at the far right of the row. Click Make Selected
Row(s) Routine button. Observe that the Dust Blinds Activity now has an ‘R’ in it row number instead of
a ‘P’. Click the Un-Check All Rows button.
14. Using the buttons indicated in the screenshot to the right, there are many
different approaches you can take to get the Activities List down to just
the seven you want.
15. Since you converted Dust Blinds Activity to a Routine Activity, you will
remove all the Project Activities.
16. You want to end up with your Activities
List looking like the screenshot to the
right.
17. Click the Remove Project Activities
Button. Observe that you are now left
with nine (9) Routine Activities.
18. Click the checkbox for Relamp in row
2-R and for Empty pencil sharpeners
in row 6-R.
19. Click Delete Checked Row(s) Button. Observe that the two unwanted activities were deleted.
20. Note: This Example continues on next page .
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Exercise APPA Example 1, Page 17, Figure 2.2 – New Classroom with
Hard Floor Matrix, Routine Activities (Cont’d)
21. For Dust Blinds, use the dropdown list to change the
frequency to weekly by selecting W. Compare the
results the screenshot and to Figure 2.2 on page 18.
22. You are now ready to write the Local Category to the
Local Category Worksheet. Click Write to
Worksheet button. Click Yes.
23. In Local Space Category Maker, click Close button.
Click Yes. Observe the Local Category now in the
worksheet and will be available for you to select
from within the Data and Inventory Worksheet. It
will also be reflected in the Staffing Services Levels
table along with the 33 Standard Space Categories.
24. Close the Local Category Maker
25. Click Main Menu either on the Local Space
Category Navigator or on the MiniToolbox.
26. Click Macro Staffing and Inventory button. You will
now make use of your newly created Local Space
Category.
26. Enter data for a 1200 CSF classroom on the first
floor, with a Space Number of 103, with a Category
of Local Classroom With Hard Floor. Compare the
results with the Guidelines Figure 2.2, page 18.
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Exercise APPA Example 2, Page 18: New Classroom with Hard Floor
Matrix, Routine Activities for Example 1
1.
See narrative on Guidelines Example 2, APPA book page 18.
2.
From Main Menu, click Local Space Categories button
3.
On Local Space Category Navigator Click 1st button
4.
Click the Local Space Maker button
5.
Click Read from Worksheet button and Yes. Observe that the
first local category information has been read into the Local
Space Maker
6.
Click Next button to make second local category matrix active
7.
In row 8-P, click the dropdown arrow and scroll down dropdown
list to 6-Research Lab with Hazardous Waste and select Clean
Sink and click
8.
From the Frequency dropdown list select ‘W’ for weekly
9.
Under Select column for ‘Clean Sink’ check the Checkbox
10. Click the Make Check Row (s) Routine button
11. Click Un-check All Rows button
12. Click Rename Local Category and change Category name to
‘Local Classroom With Hard Floor w/sink’
13. Click Write to Worksheet button and click Yes
14. Compare CleanOpsStaff-3ed results with Figure 2.3, APPA book
page 19.
15. Open file APPA Barton Hall Base Data P-17 and P-18
Examples 1 and 2 Solution-HECS-Data.xls to see text book
solution to the previous Examples 1 and 3 APPA book page 17/18
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Exercise APPA Example 3, Page 19: 15-Minute Extra Break
From APPA Book: The budget officer in the institution above, while negotiating with the union, asks you the effect of
offering an additional 15-minute break as a “no-cost” contract sweetener. Your shifts currently have seven productive
hours, and 20 workers clean 459,260 CSF of Hard Floor Classrooms at Cleaning Level 2 (22,963 CSF per custodian).
In this example, we will use only classroom data, but in actuality you would change the productive minutes in all
space categories you are using and perform the staffing calculation.
1.
2.
3.
4.
5.
6.
7.
8.
9.
•
From Main Menu, click Close button and click
Yes
Click the Macro Staffing and Inventory button
In Row 1 under Building Name/Number enter ‘All
Buildings’
Under floor Name/Number enter ‘All Floors’
Under Space Name/Number enter ‘All
Classroom-Hard’
Under CSF enter 459,260
Under Standard Space Category Or Local
Custom Space Category select Classroom with
Hard Floor
Under Cleaning Level select Level 2
Click the Work Mode button in the MiniToolBox
to display Routine work only
10. Observe 20 FTEs required to perform
routine work at level 2
11. Right-click inside any cell in the Inventory
worksheet and select Configuration
12. Use the Resize buttons as needed
13. In the Local Number of Minutes in Day input
box, enter 405 (this is 420 minutes minus 15
minutes)
14. Click Write Configuration Variable from
Form To Memory button
15. Click the Local radio button
16. Observe the 20 FTEs now becomes 20.74
FTEs
Therefore, the conclusion is that it will take an additional 0.74 FTEs to allow for an extra 15 break while
still performing the same level of service.
Note: This exercise continues on the next page
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Exercise APPA Example 3, Page 19: 15-Minute Extra Break (Cont’d)
•
•
1.
2.
3.
4.
5.
6.
7.
8.
9.
From APPA Book: To make up for the lost adjusted minutes (21.95-21.16) = 0.79, instead of hiring an
additional 0.74 FTE, you could offer to cut service from daily to alternate days on waste containers (0.5 x
0.46) = 0.23, pencil sharpeners (0.5 x 0.4) = 0.2, and erasers (0.5 x 0.60) = 0.30. This gives a reduction of
(0.23 + 0.2 + 0.3) = 0.73 adjusted minutes, slightly less than what is theoretically needed but probably
reasonably adequate.
You will create a custom cleaning level (C2) to implement these reduction in service
Observe that the worksheet still shows a
requirement for 20.74 FTEs
Click Main Menu
Click Standard Space Category Matrices button
Select Classroom-Hard Floor
Under the Level C2 column, from the dropdown
list, select ‘A/D’ for waste containers; pencil
sharpeners; and erasers as shown in the
screenshot to the right
Click Main Menu
Click Macro Staffing and Inventory button
Change the APPA Cleaning Level from Level 2 to
Level C2 in the worksheet
Observe that the worksheet now shows a
requirement for 20.05 FTEs
This demonstrates that you can provide the extra 15
minute break without hiring additional custodian,
but instead by reducing the frequency certain tasks.
Open file APPA Barton Hall Base Data P-19 Examples 3 Solution-HECS-Data.xls for text book solution to this
exercise
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Exercise APPA Example 4, Page 20: Summer Project Strip and
Refinish the Floor
From APPA Book: You are setting up a summer project schedule and have groups of classrooms totaling 3,645 CSF in which
you want to strip and refinish the floors. How much time must be set aside for a worker to do this?
•
Referring to Figure 2.1, 166.6 minutes are required for 1,200 CSF (base time). (3,645/1,200) x (166.6) = 506 minutes or
8.4 hours. Two workers may be able to do the job in 4.2 hours.
1.
2.
From Main Menu, click the Close button and then click the Macro Staffing and Inventory button
Click the Work Mode and Time Mode buttons in the MiniToolBox if necessary to put the worksheet in MACRO
STAFFING (Both in Minutes) mode (all cells in the top summary row are gray)
3. In the next blank row in the Inventory Worksheet under Building Name enter ‘Summer Project Buildings’,
Under Floor Name enter ‘Summer Project Floors’, under Space Name enter ‘Summer Project
Classrooms’. Use the Autofit and Column Width Arrows in the MiniToolBox to increase column width
4. Under CSF enter 3,645
5. Under Category select Classroom with Hard Floor
6. Under Cleaning Level select Level 2 and Observe the calculations for the row
7. Click anywhere inside the summer project row
8. Click the Reports button on the MiniToolBox
9. Click the Time to Clean Report button on the Report Generation toolbox
10. Scroll over to the right to the Project section of the report and observe that it will require 506 minutes or
8.44 hours to strip and refinish the floors
11. Open APPA Barton Hall Base Data P-20 Examples 4 Solution-HECS-Data.xls to see the text book solution
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Exercise APPA Example 4, Page 20: Summer Project Strip and
Refinish the Floor (Cont’d)
Using the Local Space Category Maker to Answer Example 4 Question
1.
2.
3.
4.
5.
6.
7.
8.
9.
By now you see that there are usually more than one method to answer staffing question. You can use
the Local Category Maker to answer many staffing questions. Let’s use it to answer Example 4
From Main Menu click Local Space Category button. Click the Local Category Maker button
Click the Base CSF button and enter 3,645 and click OK
Click Base CSF Checkbox to lock the base 3,645 CSF to you entered. This prevents the Maker from
switching the form to the standard Base CSF when you select a Base Standard Category
Click Base Standard Category button
From the Standard Type Name dropdown list, select Classroom with Hard Floor
Click Import Activities button
Click the Remove Routine Activities button to remove all routine activities
Locate Strip/refinish floors in the Local Space Maker and observe that the base time for
Strip/refinish floors for 3,645 CSF of floor is 506.15 minute as noted on APPA book page 20
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Exercise APPA Example 1, Page 38: FTE to Service 7,851 CSF of Hard Surfaced Hallways
(Need Full Feature Mode and Guidelines)
From APPA Book: There are 7,851 CSF of hard surfaced hallways in Barton Hall. How many FTE are required to service them at
Cleaning Level 2? At cleaning Level 3?
1.
Open file APPA Barton Hall Base Data P-45 Fig-4.4-HECS-Data.xls if not already open.
2.
Starting from the Main Menu, click Macro Staffing and Inventory button.
3.
Click the Show All on the Record Navigator button to ensure your worksheet is not filtered
4.
Click inside of the Standard Space Category OR Local Custom Space Category column in any row
containing Public (Circulation ) with Hard Floor.
5.
Click the Column Filter button on the Record Navigator and click Select on Cell Content to
select all the Public (Circulation ) with Hard Floor spaces.
6.
Observe in the summary row that there are 17 of these spaces all assigned Level 2 service
requiring 0.32 FTE.
7.
To determine the FTE requirement for other cleaning levels you can run several reports
8.
Click the Sel All button to select all 17 rows and click the Reports button
9.
Click the Macro Staffing by Levels button .Observe (a) Level 1 requires 0.863 FTE; (b) Level 2
requires 0.320 FTE; (c) Level 3 require 0.220 FTE; and (d) Level 4 require 0.170 FTE
10. Click Cost of Cleaning by Levels button. Observe the same information in the FTE column of this
report
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Exercise APPA Figure 4.4, Page 40 : Barton Hall Space Inventory
(Need Full Feature Mode and Guidelines)
1.
Starting from the Main Menu, click Open.
2.
Select the file APPA Barton Hall Base Data P-40 and P-45 Fig-4.4 and Fig-4.5-HECSData.xls and click OK.
3.
Click Yes to confirm. Click Ok to acknowledge the successful open and data validation
message.
4.
Click Macro Staffing and Inventory Button. Observe Inventory and macro staffing data.
5.
Observe the information in the summary row of this worksheet and compare with the APPA
book Figure 4.4 and note that the total space is 36,523 total CSF (see APPA book page 40).
6.
Click in the first cell under the third column (Floor Name/Number) to select the cell
containing a ‘1’ for first floor. Click Filter Column then click Select on Cell Content
button.
7.
Observe the total for floor 1 to be 18,719 CSF in the top Summary Row matching the total
for the first floor in the APPA Guidelines (see APPA book page 4.4).
8.
Click in the Floor Name/Number column. Click Filter Column then click Un-Filter Column
button to display all the records.
9.
Scroll down until you see second floor data and click on any 2 under the Floor
Name/Number column. Click Filter Column then click Select on Cell Content button.
10. Observe the 17,804 CSF in the top Summary Row matching the total for the second floor in
the APPA book Figure 4.4, page 40).
11. Click Show All button on Records Navigator Toolbox to show all records.
12. Click Main Menu either on the Standard Space Navigator or on the MiniToolbox to return
to the main menu.
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Exercise APPA Figure 4.5, Page-45: Barton Hall Staffing Summary
(Need Full Feature Mode and Guidelines)
1.
Open file APPA Barton Hall Base Data P-40 and P-45 Fig-4.4 and Fig-4.5-HECS-Data.xls
if not already open.
2.
Starting from the Main Menu, click Macro Staffing and Inventory button.
3.
Click Show All button
4.
Click in any row under any column in the data area of the worksheet.
5.
Click Sel All button. Observe all 138 rows have been selected and the column you clicked in
is highlighted.
6.
In the MiniToolbox in upper right corner of screen click Reports button.
7.
On the Reports Generator Toolbox, click Macro Staffing by Level Report button.
8.
Compare the staffing number in the CleanOpsStaff-3ed report with those in APPA Book
Figure 4.5, page 45. Note that CleanOpsStaff-3ed sorts the Space Categories in
alphabetical order.
9.
On the Report Generator Toolbox click Close Reports button to return to the Macro
Staffing and Inventory worksheet.
10. Click Main Menu either on MiniToolbox; or on the Mini Main Menu button in the upper
right of the screen in the Main Panel; or on the Report Generator.
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Exercise APPA Example 2, Page 46: Develop work schedules for the two “resource leveled”
workers in Barton Hall
(Need Full Feature Mode and Guidelines)
From APPA Book: You have calculated your staffing requirements for cleaning at 43 FTE. Your human resources people
advise you that your “average” employee is eligible for and uses 15 days of annual leave, 8 days of sick leave, 2 days of
personal leave, and 1.6 days of some type of other leave, including Workers Compensation or unpaid leave, per year.
How many additional FTE do you need to cover these circumstances?
1.
Starting in the Main Menu worksheet, click the Close button close any open inventory file.
2.
You will use the Staff Calculator and the Configuration Form for to solve this problem.
3.
In the first row enter All Bldgs for building name; All Floors for floor name; All Rooms for
room name. You are creating a dummy inventory requiring 43 FTEs
4.
Click Staff Calculator and select Classroom With Hard Floor from the Type dropdown list. It
does not matter which category you pick since you are just creating a dummy 43 FTE inventory
5.
Click the CSF button to blank out the 1,200 in the CSF input box. Replace .06272 with 43.0 in
the FTEs input box
6.
Click Compute
7.
Click inside the first row of the worksheet and click Paste button on the Staff Calculator and
click Yes. Close the Staff Calculator
8.
Right click in the worksheet and select Configuration from the shortcut menu.
9.
In the Local Number of Work Days per year box, enter 223.4 (250 – 26.6)
10. Click the Write Configuration Variables from Form to Memory button and click Yes. Note
that you now need 48.12 FTEs or 5.1 (48.12-43) additional FTEs.
11. This calculation differ from the 4.5 additional FTEs computed in the APPA book because
CleanOpsStaff-3ed uses the proportional relation between 223.4 day per year and 250 days per
year (48.12 =43 x 250/223.4). Both method are acceptable and mathematically justified
September 1, 2011
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Exercise APPA Example 1, P-49:Room 101A in Barton Hall as APPA Standard Office
(Need Full Feature Mode and Guidelines)
From APPA Book: Room 101A in Barton Hall is “Treated like” an APPA Standard Office with Carpet. The
assignment is to determine what portion of a FTE will be required to service it at cleaning Level 2 and how many
minutes should be set aside to perform ”routine” cleaning activities.
1.
Open file Open file APPA Barton Hall Base Data P-54 Fig-5.2-HECS-Data.xls if not already
open. While in the Macro Staffing and Inventory worksheet, click Show All button to show
all rows
2.
Click the Work Mode button to put the work sheet in (Routine in Minutes) mode
3.
Click inside row 13 for room 101A to highlight the row. Observe that it requires 0.005 FTEs
and 2.07 minutes to be set aside per day
4.
To display the 0.005 with more or less decimal places to agree with the APPA book, click the
cell containing 0.005 then click the Right Decimal Arrow and Right Decimal Arrow in the
MiniToolBox in the Decimal Places frame
5.
Observe that CleanOpsStaff-3ed and the APPA book show 0.0493 FTEs when the number of
decimal places is increased
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APPA Exercise Defining Routine Activities, Page 50
(Need Full Feature Mode and Guidelines)
From APPA Book: Using Barton Hall as the example, carefully review each standard APPA space category contained
therein for the frequency you intend to perform each and every task. For this example, assume that all activity
frequencies in the space categories are okay at Level 2, except that you want to damp-mop all hard floor classrooms
once a week rather than once a month. You would then have to change the standard space matrix to that shown in
Figure 5.1 with the methods used in Chapter 2.
1.
Open file APPA Barton Hall Base Data P-40
and P-45 Fig-4.4 and Fig-4.5-HECS-Data.xls
if not already open. While in the Macro
Staffing and Inventory worksheet, click Show
All button.
2.
Click the Work Mode button to put the work
sheet in (Both in Minutes) mode. Observe
that it takes 1.85 FTEs to perform at Level 2
when 420 productive minute per day are
available.
3.
You will change damp-mop from a project
monthly task to a routine weekly task for
Classrooms with Hard Floors.
4.
Create a local category for Local Classroom
with Hard Floor to accomplish this. Ensure
the BASE CSF Checkbox is unchecked
5.
After creating the Local Classroom With
Hard Floor matrix, it should look like the
screenshot to the right
6.
Compare your local matrix with APPA book
Figure 5.1 on page 51
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APPA Exercise Defining Routine Activities, Page 50 (Cont’d)
1.
You now want to reassign all the Classroom with Hard Floor spaces to Local Classroom
with Hard Floor
2.
Click Main Menu button. Click Macro Staffing and Inventory button.
3.
Observe the Total FTEs = 1.85 and Total Minute per day = 776.69 minutes
4.
Find the nine Classroom with Hard Floor spaces and change the category to Local
Classroom with Hard Floor
5.
Observe that the Total FTEs changed from 1.85 FTEs to 1.88 FTEs and Minutes to Clean
because of the extra damp mopping you will be doing in Classroom with Hard Floor spaces
6. Note: Open APPA Barton Hall Base Data P-45 Fig-5.2-HECS-Data.xls to see the text book
solution to the above exercise
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Exercise APPA Example 2, Page-52: Room 103A in Barton Hall as APPA Standard
Carpeted Office
(Need Full Feature Mode and Guidelines)
From APPA Book: Room 103A of Barton Hall is a standard APPA space of Carpeted Office and contains 375 CSF.
How many routine and project FTE are required to clean the space and what are the routine and project minutes
to clean for that space?
1.
Open file Open file APPA Barton Hall Base Data P-54 Fig-5.2-HECS-Data.xls if not already
open. While in the Macro Staffing and Inventory worksheet, click Show All button to show
all rows
2.
Click the Work Mode button to put the work sheet in (Both in Minutes) mode
3.
Click row 20 for room 103A to select and highlight it.
4.
Click Reports button. Click Micro Staffing by Room or Bldg button. Click By Room button
5.
Observe from the report that Routine FTE = 0.012 FTEs; and Project FTE is 0.003 FTEs
6.
Observe that the Routine Minutes to Clean (MTC) = 5.17 minutes; and Project MTC = 1.26
minutes
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Exercise APPA Minutes to Clean for Barton Hall First and Second Floor, Page 53
(Need Full Feature Mode and Guidelines)
1.
Starting from the Main Menu, click Open.
2.
Select the file APPA Barton Hall Base Data P-54 Fig-5.2 Floor 1 and 2-HECS-Data.xls and
click OK.
3.
Click Yes to confirm. Click Ok to acknowledge a successful open and data validation.
4.
Click Macro Staffing and Inventory button. Observe Inventory and macro staffing data.
5.
Click in any row under the third column (Floor Name/Number) to select the cell containing
a ‘1’ for first floor. Click Filter Column then click Select on Cell button.
6.
Observe the in the Summary Row at the top of the worksheet, 66 Spaces and 18,719 CSF.
And 1.01 FTEs
7.
In the MiniToolbox, click Work Mode button to switch to Routine in Minutes mode.
8.
Compare the CleanOpsStaff-3ed last three data columns with the APPA book Figure 5.2
(floor 1)/Figure 5.3 (floor 2). first three data columns for Routine CSF/Cust, Routine FTE
and Routine MTC . Please note that the columns are not in the same order.
9.
In the MiniToolbox, click Work Mode button to switch to Projects in Minutes mode.
Compare the CleanOpsStaff-3ed last two data columns with the APPA book Figure 5.2 (floor
1)/Figure 5.3 (floor 2). Project MTC and Project FTE columns. Note that floor 1 has 0.139
FTEs of project work and floor 2 has 0.136 FTEs of project work
10. Repeat the above steps for the second floor
Note: MTC means minutes to clean and refers to the number of minutes you must set aside per
day to clean at the selected cleaning level. The sum of the minutes based on the frequency
of performing tasks, the number of minutes in a work day and the number of work days in a
year is converted to FTEs.
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Exercise APPA Minutes to Clean for Barton Hall First and Second Floor, Page 53
Using the Micro Staffing by Room
(Need Full Feature Mode and Guidelines)
1.
Open APPA Barton Hall Base Data P-54 Fig-5.2 Floor 1 and 2-HECS-Data.xls if not
already open
2.
To see a report that more closely resembles Figure 5.2 follow the below instruction to run
the Micro Staffing by Room report. Click Show All button
3.
Click in any row under the third column (Floor Name/Number) to select the cell containing
a ‘1’ for first floor. Click Filter Column then click Select on Cell button.
4.
In the MiniToolbox in upper right corner of screen click Reports Button.
5.
On the Reports Generator Toolbox, click Micro Staffing by Room of By Bldg button. Click
By Room button
6.
Compare the staffing number with those in APPA book Figure 5.2 (floor 1)/Figure 5.3 (floor
2). Minor differences are due to different rounding methods.
7.
On the Report Generator Toolbox click the Close Reports button to return the Macro
Staffing and Inventory worksheet.
8.
Click Main Menu either on MiniToolbox or on the Hide/Show Toolbox in the upper right of
the screen in the Main Panel.
9.
Repeat the above steps for the second floor
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Exercise APPA Example 3, Page 57: Strip and refinish the 788 CSF
hallway # 100K
(Need Full Feature Mode and Guidelines)
From APPA Book: How much time should it take to strip and refinish the 788 CSF hallway # 100K in Barton Hall?
1.
Open file APPA Barton Hall Base Data P-40 and P-45 Fig-4.4 and Fig-4.5-HECS-Data.xls
if not already open. While in the Macro Staffing and Inventory worksheet, click Show All
button to show all rows
2.
Click the Work Mode button to put the work sheet in (Both in Minutes) mode
3.
Look for row 20 for room 103A and click inside the row to select and highlight it.
4.
Click Reports button. Click Time to Clean button.
5.
Find the Strip/refinish Floors task in the report headings
6.
Observe that the that it take 125.68 minutes/2.08 hours to complete this task for room
100K
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Exercise APPA Example 3, Page 57: Project Work For Public Area
(Need Full Feature Mode and Guidelines)
In the second part of this exercise you will determine how much time it take to perform the
project work for the public circulation areas with hard floor
1.
Open file APPA Barton Hall Base Data
P-40 and P-45 Fig-4.4 and Fig-4.5HECS-Data.xls if not already open. .
While in the Macro Staffing and
Inventory worksheet, click Show All
button to show all rows
2.
Find the first occurrence of Public
(Circulation) with Hard Floor space
and click on it
3.
Click Column Filter. Click Select On
Cell Content. Observe 17 spaces
4.
Select all the spaces by clicking the Sel
All button
5.
Click Reports button. Click Time to
Clean button
6.
Compare the Total Minutes To Clean
and the Total Hours to Clean with
APPA book Figure 5.4, page 58. Note
that the column are in different order
as well as the rows,
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Exercise APPA Example 3, Page 57: Project Work For Public Area
(Cont’d)
(Need Full Feature Mode and Guidelines)
7.
Observe the summary information at the top of the report.
8.
Number of Custodian-days for Routine work = .87 means that if one custodian were to perform all
the routine tasks listed in the report it would take .87 day
9.
Number of Custodian-days for Project work = 4.83 means that if one custodian were to perform all
the project tasks listed in the report it would take 4.83 days
10. Total Number of Custodian-days = 5.70 means that if one custodian were to perform all the
routine and project tasks listed in the report it would take 5.70 days
11. NOTE: The numbers in steps 8-10 should not be confused with FTE calculations. The above
numbers has to do with how long it take to perform tasks while FTE has to do with how many
custodians are needed on a recurring basis to clean an inventory of space at a specified cleaning
level
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Exercise APPA Example 4, Page 57: Develop work schedules for
the two “resource leveled” workers in Barton Hall
(Need Full Feature Mode and Guidelines)
From APPA Book: Develop work schedules for the two “resource leveled” workers in Barton Hall. There is monthly and
quarterly project work, such as spray-buffing or vent dusting that cannot wait until break times. This must be worked into
the weekly schedule. Contractually, you are required to provide two 15-minute lunch breaks and a 15-minute wash-up
time per worker. You are also required to provide the service of locking and unlocking various doors, and custodial staff is
also responsible for certain conference setups. Your shifts are 8 hours, or 480 minutes per day. Although this exercise
assumes a 7-hour or 420-productive-minute day, work schedules must account for all time.
1.
Open file Open file APPA Barton Hall Base Data P-54 Fig-5.2-HECS-Data.xls if not already
open. While in the Macro Staffing and Inventory worksheet, click Show All button
2.
Click the Work Mode button to put the work sheet in (Both in Minutes) mode. Observe that
it takes 1.88 FTEs and 789 minutes per day to clean to perform at Level 2 when 420
productive minute per day are available.
3.
However, after deducting times for breaks and, Wash-Up, and Setups, you only have 770
total minutes or 385 minutes (770/2) in the work day per custodian for cleaning. You will
use the configuration form to adjust for this non-cleaning time
4.
Right click in the worksheet and select Configuration from the shortcut menu
5.
Change the 420 to 385 in the Local Number of Minutes in day input box
6.
Click Write Configuration Variables from Form To Memory button
7.
Click the Local radio button to select Local
8.
Observe that the 1.85 FTEs increase to 2.049 FTEs to provide the same level of cleaning
services while also performing the non-cleaning tasks because there are fewer minutes in
the day available for cleaning tasks.
9.
Note that the 19 minute shortage mentioned in the APPA book is equivalent to about 0.049
FTE (19/385 = 0.049 ) when only 385 minutes per day per custodian is available.
September 1, 2011
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Exercise APPA Example 5, Page 60: Project Work For Public Area
(Need Full Feature Mode and Guidelines)
From APPA Book: To get on initial evaluation of the time required for vacuuming floors and straightening furniture
on the second floor offices in Barton Hall, you would calculate the absolute time for each space. How much time will
it take to vacuum the floor and straighten furniture in room 201/A/B/C?
• That space, from the inventory, contains 1,136 CSF. The base time to perform that task in the standard 1,200
CSF carpeted office is 16.13 minutes. Therefore, 1,136 x 16.13 /1,200 = 15.27 minutes.
1.
Open file APPA Barton Hall Base Data P-40 and P-45 Fig-4.4 and Fig-4.5-HECS-Data.xls if not already
open. While in the Macro Staffing and Inventory worksheet, click Show All button to show all rows
2.
Click QEntry. Click Un-Check All to uncheck all QEntry checkboxes. Enter 201* in the Space input box.
Check the Space checkbox.
3.
Click Apply Filter. Observe that only rooms 201A, 201B and 201 C are visible and the summary row show 3
spaces at 1,136 CSF. Close QEntry.
4.
Click Sel All. Click Reports. Click Time To Clean. Observe the 15.57 minutes requires the for vacuuming
floors and straightening furniture in these three rooms
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Exercise APPA Example 5, Page 60: Project Work For Public Area
(Cont’d)
(Need Full Feature Mode and Guidelines)
Now to determine how long it will take for vacuuming floors and straightening furniture in all carpeted offices on the
second floor in Barton Hall
1.
Open file APPA Barton Hall Base Data P-40 and P-45 Fig-4.4 and Fig-4.5-HECS-Data.xls if not already
open. While in the Macro Staffing and Inventory worksheet, click Show All button to show all rows
2.
Click QEntry. Click Un-Check All to uncheck all QEntry checkboxes. Check the Floor checkbox. Enter ‘2’
in the Floor input box. Check the Space Category checkbox. Select Office with Carpet Floor from the
Space Category dropdown list.
3.
Click Apply Filter. Observe that summary row show 50 spaces at 10,735 CSF. Close QEntry.
4.
Click Sel All. Click Reports. Click Time To Clean. Observe the 144.26 minutes requires the for vacuuming
floors and straightening furniture in these 50 rooms. Compare this to the TOTAL line in APPA book Figure
5.6, page 62
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Exercise APPA Example 1, Page 64: Figure 6.1: Costs to Clean
Barton Hall
(Need Full Feature Mode and Guidelines)
From APPA Book: Determine cleaning costs for each cleaning level in Barton Hall based on the staffing calculated for
Figure 6.1. Assume your average wage rate is $11.00, your fringe loading factor is 25 percent, supply expenses are
10 percent of direct labor, and capital cost allowance is 5 percent of direct labor.
1.
Open file APPA Barton Hall Base Data P-54 Fig-5.2 Floor 1 and 2-HECS-Data.xls if not already open.
While in the Macro Staffing and Inventory worksheet, click Show All button to show all rows
2.
Click Sel All. Click Reports. Click Cost of Cleaning By Level.
3.
Compare the report with APPA book Figure 6.1, page 64
4.
Note that values are also shown for the customized Level C2. These values defaults to be the same as
Level 2 until you customize them
September 1, 2011
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Exercise APPA Determining APPA Levels of Cleanliness in Buildings,
Chapter 7, Pages 65-76
(Need Full Feature Mode and Guidelines)
In this exercise you will generate an audit package for Barton hall following the APPA book
Chapter 7 audit and inspection protocol
1.
Refer to the narrative in the Guidelines in APPA book pages 65-76
2.
Open file APPA Barton Hall Base Data P-40 and P-45 Fig-4.4 and Fig4.5-HECS-Data.xls. While in the Macro Staffing and Inventory
worksheet, click Show All button to show all rows
3.
Click the Sel All button. Click the Reports. Click Audit. Ensure all
three Make Audit Package Button Checkboxes are checked
4.
Check the Make Audit Package button. Read the message and click
No. Observe that the audit package is being generated
5.
Observe the Audit Spaces To Inspect mini-report appears on the right
of your screen. This is a summary of the random and a listing of the
spaces randomly selected for you to go inspect
6.
The Audit Random Sample information mini-report will appear as seen above. This information
can be sent to other applications such as the Notepad or to the printer by clicking the buttons at
the bottom of the box. You can then use the printout to plan your inspection route.
7.
Observe the summary information at the top of the Audit Random Sample information minireport. Then click inside the mini-report and scroll to see the spaces that have been randomly
selected for you to inspect. Click the gray edges at the top and side of the box to resize it.
8.
Close any instance of Windows NotePad that’s open. Click inside the mini-report text box. Click
the Sel All at the bottom of the mini-report. Click To Clipboard button. Click To NotePad. Click
inside NotePad. Click Edit. Click Paste. This is one several techniques you can use to export the
min-report to other applications
September 1, 2011
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Exercise APPA Determining APPA Levels of Cleanliness in
Buildings, Chapter 7, Pages 65-76 (cont’d)
(Need Full Feature Mode and Guidelines)
1.
Observe the Audit Assessment Worksheet
report to the left of the mini-report. This is
one of three worksheets used by the audit
package to allow you to record the results of
your audit and to score the results to
determine the actual cleaning level being
achieved by your workforce.
2.
The Audit Assessment Worksheet report is
automatically completed when you record
your inspection scores in the inspection
Audit Instrument Report (inspection
sheets).
3.
You will use the button in the lower left corner
(Audit Report Cycle Button) of the MiniToolBox to
cycle through the three Audit Package Report
worksheets. The color of the button and its caption
will change to let you know which report you will go
to the next time to click it.
4.
Click the Audit Report Cycle Button to cycle to the
Audit Assessment Population Report
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Exercise APPA Determining APPA Levels of Cleanliness in
Buildings, Chapter 7, Pages 65-76 (cont’d)
(Need Full Feature Mode and Guidelines)
1.
The Audit Assessment Population Report as
shown on the right is a listing of all the
spaces involved in the audit. The randomly
selected spaces are highlighted and denoted
by “Yes” in the ‘In Audit Sample? (Yes or
Blank)’ column.
2.
The Raw Score and Audited Cleaning Level
column will be automatically populated
when you enter your inspection results into
the Audit Instrument Report.
3.
Scroll through the Audit Assessment
Population Report and observe the
randomly selected space and note that the
CSF for them is also indicated
4.
Click the Audit Report Cycle Button to
cycle to the Audit Instrument Report
September 1, 2011
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Exercise APPA Determining APPA Levels of Cleanliness in Buildings,
Chapter 7, Pages 65-76 (cont’d)
(Need Full Feature Mode and Guidelines)
1.
The Audit Instrument Report contains an
inspection form for each randomly selected
space for you to print and take with you
during your inspection. Use the MiniNavigator to move from form to form.
Compare the Inspection Form with APPA book
Appendix E pages 341- 349.
2.
Click Save Audit Package and then click
Save As Audit. Click OK twice to accept TBD
for inspector name and date
3.
Click the Save button to see what other
audit package files have been saved.
4.
Clear the File Name input box and enter My
Audit Package in the File Name input box
(DO NOT enter the extension “-HECSAudit.xls”. CleanOpsStaff-3ed will add it
automatically.)
5.
Click Save, Yes, and OK and observe the file name now appears in the Audit Assessment File
Name cell in the report worksheet. You will load this file when you finish your inspection. NOTE:
Since the spaces to be inspected are selected randomly, you will not be able to recreate the
exact same audit package if you forget to save the package.
6.
You are now ready to print the inspection forms. You can print 1 to 5 forms per page to put on a
clipboard to record the results during your inspection.
September 1, 2011
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Exercise APPA Determining APPA Levels of Cleanliness in Buildings,
Chapter 7, Pages 65-76 (cont’d)
(Need Full Feature Mode and Guidelines)
1.
2.
The Audit Instrument Report contains an inspection form
for each randomly selected space for you to print and take
with you during your inspection. You can print 1 to 5 forms
per page to put on a clipboard to record the results during
your inspection.
1
Refer to the screen shots in the right panel of this slide. Click
Print/Export Report button. Click Print button. Click 3
button to print three forms per page. (NOTE: if the screen
shot in 5 does not appear, press the ESC key and repeat all
of this step 2. Screen might appear slightly different for
Excel 2003).
2
3.
Click the Print (printer icon) and print the form in the
normal way you would print any other document. If you do
not have a printer connected then click Close Print Preview.
4.
Click Main Menu button to leave the Audit report
5.
You are now ready to take the inspection forms to the field
with you to inspect the randomly selected spaces.
6.
While inspecting the spaces put a mark in the cleaning level
box that best fit the cleanliness of the Appearance Item you
are inspecting.
4
7.
After conducting your inspection and recording your result on
the inspection audit sheets, you are ready to start
CleanOpsStaff-3ed, load the Audit package file and record
your results in CleanOpsStaff-3ed.
5
September 1, 2011
3
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
112
Exercise APPA Determining APPA Levels of Cleanliness in
Buildings, Chapter 7, Pages 65-76 (cont’d)
(Need Full Feature Mode and Guidelines)
1.
You are now ready to transfer your audit result from the
hard copy audit sheets to the Audit Instrument Report.
2.
In the Macro Staffing & Inventory Worksheet, click the
Reports button on the MiniToolBox.
3.
Click the Audit button. Ensure Load Audit Package
checkbox is checked. Click the Load Audit Package
button.
4.
Select My Audit Package-HECS-Audit.xls and click OK
and Yes when prompted to do so.
5.
If Mini-Navigator is not visible, right click and select it
from the shortcut menu. You can move and pin the MiniNavigator to any position on the screen you wish
6.
Click 1st button on the Mini-Navigator to get to the first
inspection form.
7.
Note there are 5 Appearance Items to record the
inspection results for room 105.
8.
Click inside the cells as shown in the screen shot to the
right and observe the ‘X’ placed in the cell
9.
When you have score all the appearance items a room
score is computed and displayed at the bottom of the form
10. When you are finished experimenting with the scoring
and editing feature complete scoring all 38 space and go
to next slide
September 1, 2011
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Exercise APPA Determining APPA Levels of Cleanliness in
Buildings, Chapter 7, Pages 65-76 (cont’d)
(Need Full Feature Mode and Guidelines)
1.
Click the Down Arrow on the Mini-Navigator to go to the
next record
2.
Click the 1, 2, 3 and 4 at the top of the form and observe
that the clicked score get applied to all appearance items
3.
Click the Down Arrow on the Mini-Navigator to go to the
next record
4.
Click the 2 and observe all appearance items scored at 2.
Now click inside any appearance items cell to give it a
score of 3. Note that the other item remain at 2.
5.
Click the Down Arrow on the Mini-Navigator to go to the
next record. Click the 2 to score all items as 2
6.
Observe the five small red tick comment tick marks in the
upper right corner of some of the cells in each form.
7.
Roll your mouse point over each of the comment marks and
pause to read the comment about these active cells.
8.
These active cells allow you to edit the scoring of the
form
9.
Roll you mouse move each comment mark and perform the
action it describes
September 1, 2011
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Exercise APPA Determining APPA Levels of Cleanliness in
Buildings, Chapter 7, Pages 65-76 (cont’d)
(Need Full Feature Mode and Guidelines)
1.
The Audit Assessment Report should look similar to the screenshot below. Note that the Raw UnWeighted Average Cleaning Level in the below screen shot is 1.79. This means that Barton Hall is
being cleaned at Cleaning Level 1.79 which is a bit better than cleaning level 2. This calculation
conforms to the APPA protocol and is the score submitted for LEED Existing Building credits.
2.
The Space Weighted Average Cleaning Level of 2.01 is an extra calculation performed by
CleanOpsStaff-3ed to adjust for large differences in CSF in each categories. For example the
score Entranceways at only 312 CSF is weighted differently than the score for Office with Carpet
Floor at 17,309 CSF
3.
You can save the package, send it to another application and/or print it out for your future record.
4.
NOTE: Hunter Consulting and Training has released CleanOpsStaff-3ed-ProMobile which will allows
you to save the inspection sheet to the Smartphone/PDA, conduct the inspection using the PDA and
then download the result from your PDA to CleanOpsStaff-3ed.
September 1, 2011
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115
The End
Very Best Regards,
Hunter Consulting and Training
September 1, 2011
Ernest R. Hunter, Sr., P.E., CEM, ACP, MOS (Master)
116